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Can I Send a Message to a Customer before Sending a Quote?

If you want to send a message to a customer about a job before quoting for it, you can!

Exactly how this will work will depend on what stage you are at with the lead in question:

  • If you have not shown interest in the lead yet, you can send an introductory message to the customer when doing so. This can be a saved default message, but you will usually make a better impression by personalising it. For example, you could ask questions about the job and address the customer directly. After showing interest in a job, you cannot contact the customer again until you have been shortlisted
  • Once you are shortlisted for a job, you can contact the customer via the job’s page. Be sure to respond to the customer quickly if you want a better chance of winning the job

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