Quote Conversion Tracking
Winning more of the quotes you send is one of the most powerful ways to grow revenue without spending more on marketing. The Conversion report shows exactly how many quotes you're winning, what they're worth, and how long customers take to decide — so you can act on the data, not guesswork.
Opening the Conversion report
Click Reports in the sidebar, then select the Conversion tab. The report defaults to the last 30 days. Use the date range selector at the top right to change the period to 7 days, 90 days, or a custom range.
What the report shows
Total number of quotes sent to customers in the selected period, regardless of outcome.
Quotes that the customer signed off and accepted. These become jobs. The value shown is the combined total of all accepted quotes.
Quotes the customer explicitly declined. Tracking declined quotes helps you spot patterns — are certain job types or price ranges being declined more often?
Accepted ÷ Sent, expressed as a percentage. Industry average for trade businesses is around 50–65%. If yours is below 40%, the follow-up automation and digital sign-off tips below can help.
Mean number of days between sending a quote and the customer accepting it. If this is over 5 days, setting up an automated follow-up reminder at day 3 typically cuts the average significantly.
Side-by-side comparison of the total monetary value of accepted quotes versus declined ones. Even a small improvement in conversion rate can represent a significant amount of revenue.
Filtering by date
Use the date range selector to compare different periods. A common technique is to look at the same month last year versus this year to control for seasonal variation. You can also compare the period before you started using follow-up automations versus after, to measure the impact.
Tips to improve your conversion rate
A quote follow-up automation sends a polite WhatsApp message to the customer 3 days after the quote is sent if they haven't responded. Most tradespeople see a 15–25% lift in conversion rate from this alone. See the Quote Automation article in related links.
Quotes sent via the customer portal include a one-tap digital sign-off button. Removing friction from the acceptance process (no need to print, sign, and scan) reduces average time to accept from several days to a matter of hours for many customers.
If a particular job type has a high decline rate, open a few of those declined quotes and check the total value. You may be pricing that type of work above market rate, or the quote description may not be clearly communicating the value of the work.
What a good conversion rate looks like
For residential trade work, a conversion rate of 55–70% is considered healthy. Commercial and tendering work is typically lower (30–50%) because there is more competitive bidding. Use the date range filter to track your own trend over time — a consistent upward trend matters more than hitting a particular benchmark.
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