Quick answer
A Customer Room makes quote follow-up easier because you can add photos, ask about price, check progress and review the next step from one secure page.
It is built for customers who want a clear answer without writing another “just checking” text.
Best next step: If a quote question or photo is needed, use the Customer Room so the request reference stays attached.
Ask about a quoteQuick answer card
Quote follow-up works best when customer questions, photos, timing and approval options stay with the request. That means less back-and-forth and a clearer next step than normal texting.
Best next step: Use the quote or customer room path so the customer’s question, photos and approval status stay with the request.
Post progress map
- What quote follow-up means
- What to ask for first
- When to stop text chasing
- What details help approval
- Related guides
- Local help
Risk level and safest next step
Stop / Try / Send
Stop
- Do not treat a casual text as a complete quote approval if the official path is needed.
- Do not chase the same question across multiple SMS threads.
- Do not request private payment or bank details through informal messages.
Try
- Ask for photos before quoting if the job is unclear.
- Put the price question into the request room.
- Use Review quote / continue when the customer is ready.
Send
- Suburb or job location.
- Preferred timing.
- Photos of the issue or area.
- The exact quote question or concern.
- Any deadline the customer mentioned.
Before you contact us or use the room
- □ Confirm the customer knows viewing the room does not approve payment.
- □ Keep quote scope plain-English.
- □ Make the next step obvious.
- □ Use official payment pages when payment applies.
- □ Keep records of quote questions and customer responses.
Plain-English diagnosis table
| What you see | What it might mean | What to do next |
|---|---|---|
| Customer asks “how much?” | Quote scope needs context | Ask for photos or details in the room. |
| Customer says “go ahead” by text | Approval may be unclear | Use the official review / continue path. |
| Photos are missing | Risk of wrong quote | Ask them to add photos before finalising. |
| Customer is unsure | Needs plain-English answer | Use Ask about a quote before continuing. |
I’m not technical
Simple explanation
A Customer Room keeps quote questions and approval steps in one place, so the customer and provider know what happens next.
More technical detail
The quote follow-up flow connects job details, customer notes, photo evidence, quote questions and official continue/approval actions rather than relying on informal text threads.
Example from a service request
A customer asked for a price but had not shared enough photos. Moving the question into a Customer Room helped capture the photos, suburb and timing before the quote was reviewed, reducing back-and-forth.
Need local help near Epping, Wollert, Mernda or Melbourne North?
This guide explains the safest next step. If you want local help, start with the option that matches what you need.
Still not sure what this means?
Send a photo or describe the issue. We’ll point you to the safest next step in plain English before you approve anything bigger.
Start Quick HelpWhat is quote follow-up in a Customer Room?
It is the process of keeping quote questions, photos, timing questions and next-step decisions in one secure request room instead of scattered text messages.
What to tap first
- Read the latest update at the top of the room.
- Tap the recommended card if one is highlighted.
- Use Check status, Add photos of the problem, Ask about a quote, or Review quote / continue.
- Use human help if you are urgent, stuck or unsure.
Why this feels easier than SMS
With scattered texts
- You may need to repeat your name, issue and request number.
- Photos and quote questions can end up in different message threads.
- It is easy to miss what changed or what to do next.
- You may not know whether the team has enough detail to respond.
With your Customer Room
- Your request reference stays attached.
- You can tap one card instead of writing a long text.
- Photos, quote questions and progress stay in one place.
- Viewing the room does not start payment, booking or quote approval.
Common customer situations
| If this is you | Best card to use |
|---|---|
| You want to know what is included | Tap Ask about a quote and ask about scope before continuing. |
| You need to show damage or an error | Tap Add photos of the problem so the team can see the issue. |
| You are not ready to approve | Use the quote question path. Viewing the room does not approve anything. |
| You are ready to continue | Use Review quote / continue and follow the official next step. |
Safe use checklist
- Use the secure link or status page when you need to return.
- Only enter the contact detail used on the request when asked.
- Never share one-time codes, passwords, banking codes or device passcodes.
- Upload only helpful photos or files for the request.
- Choose human help if the situation is urgent or you are not sure what to do.
What happens after you choose a card?
- Check status: shows the latest customer-safe progress update.
- Add photos of the problem: takes you to the existing upload path so images stay with the request.
- Ask about a quote: opens the existing message path with the request context attached.
- Review quote / continue: takes you through the official quote path; payment only happens on the official payment page if required.
Related customer room guides
FAQ
Can I ask about price before continuing?
Yes. The quote question action is there so you can ask before approving or paying.
Does Review quote / continue mean I have paid?
No. Payment only happens through the official payment page if a payment step applies.
Can photos help the quote?
Yes. Clear photos or screenshots often help the team understand the issue faster.
Can I check progress after asking a quote question?
Yes. Use Check status or return to your secure room.
Is this only for tradies?
No. Customers use the same idea for tech help, repairs and quote follow-up.