ELECTRICAL, PLUMBING & HEATING

    Why do quoted jobs never get booked in?

    Electrical, Plumbing & Heating · 6 min read

    Because 'yes' and 'a date in the diary' are two different events, and most trade firms only manage the first one. The customer agrees on the doorstep or on the phone, everyone assumes it's happening, and then nobody converts that agreement into a scheduled job with a date, a deposit and a confirmation. The job sits in a state that feels sold and isn't. Weeks later it's gone, and nobody can point to the moment it was lost — because there wasn't one.

    The three places work disappears

    The quote that never went out. He said he'd price it up and send it over. That was eleven days ago. It's still a photo of a consumer unit on his phone and a rough number in his head. This is the biggest single leak in most small trade firms and it's entirely invisible, because an unsent quote appears nowhere.

    The quote sent and never followed up. Priced, emailed, silence. No sequence, no reminder, no second contact. In a lot of firms follow-up means the customer chasing you, which means you only win the jobs from customers determined enough to do your sales for you.

    The verbal yes that never became a date. The most frustrating one, because you'd already won it. The customer said go ahead. Nobody wrote down when. Both sides assumed the other would get in touch. Three weeks later they've had someone else in, not out of dissatisfaction but because your competitor gave them a date and you gave them an intention.

    Why it happens to good firms

    Because quoting is done by the person doing the work, in the gaps between doing the work.

    You're on site until half five, then there's an hour of driving, then there's tea, then there's the paperwork you've been putting off. The quote you meant to write competes with everything else in an evening, and it loses to the emergency callout that came in at four.

    The seasonal pattern makes it worse. The month you get the most enquiries is the month you have the least time to price them, so your conversion drops precisely when your opportunity peaks. Firms often read that as a demand problem — "loads of enquiries, none of them converted" — when it's a capacity problem in the quoting step.

    What it costs

    Do this rather than believe an industry figure.

    Count the enquiries you had last month. Count the quotes you actually sent. Count the jobs booked. Two gaps fall out: enquiries that never got a quote, and quotes that never got a job.

    For a lot of small firms the first gap is bigger than the second, which surprises people. You're not losing on price. You're losing on never having entered the race.

    Multiply the missing quotes by your normal win rate and your average job value. That's the number.

    What to do about it

    Send the quote inside twenty-four hours, always. Speed matters more than polish in domestic trade work. A clear, phain quote sent tonight beats a beautiful one sent next Tuesday, because the customer is deciding this week.

    Quote from the van where you can. For routine work — a service, a small install, a standard consumer unit swap — build a rate card so the price can be produced on site without an evening's arithmetic. Reserve the evening work for the genuinely bespoke jobs.

    Never leave without a provisional date. This is the highest-value habit on this page. "If you go ahead, I could do you the week of the fourteenth" turns an abstract decision into a concrete one. Even provisional, it anchors the job to a moment.

    Take a deposit to hold the date. Standard practice across the trade, and it converts intention into commitment. A customer who has paid something is a customer who has decided.

    Confirm in writing, automatically. The moment a job is agreed, a confirmation goes out with the date, what's included and what happens next. This is where the verbal yes stops evaporating.

    Run the follow-up on rails. Quote sent, then a nudge at day two, a message at day five, a call task at day ten. Written once, fires on every quote. The reason automated follow-up wins isn't sophistication — it's that it actually happens on the week you're flat out.

    Keep a list of accepted-but-not-scheduled jobs. Look at it every Monday. If that list has anything on it older than a fortnight, that's money about to walk.

    If the enquiries aren't reaching you at all, read whether an AI receptionist is any good for a small plumbing or electrical firm. If jobs are getting done but the money isn't arriving, read how small trade firms get unpaid invoices paid.

    Where OrderWolf fits

    We build and run the bit between the enquiry and the diary: quotes going out same-day from a template rather than an evening, automatic confirmation the moment a job is agreed, a follow-up sequence that fires without anyone deciding to, and one CRM showing every quote sent, every verbal yes and every job waiting on a date.

    With GEV, our Irish flagship client, the B2C close rate went from 45% to 70% and surveys booked rose 8% across a three-month deployment, with the team recovering roughly 2.5 admin hours per person per day. Those are results from one installer — your outcome depends on your job mix and where you're starting from.

    Common questions

    See how many enquiries never became quotes

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