2. Let customers book themselves
If a client is ready to hire you, the last thing you want is phone tag. Put a "Request Work" form or booking link on your website with 2–3 time window options and let them pick.
"If someone wants to online book their own job and schedule it, they can do that. It's right on the homepage." — Cory Byron, Vancity Electric
3. Send quotes on the spot
The quicker the quote hits their inbox, the better your shot at landing the job. Save common services as line items so you don't have to retype them every time, and build quote templates for jobs you do on repeat.
"I'm using quote templates and saved line items… and typically I try to get my quote done by the end of the video call." — Cory Byron, Vancity Electric
4. Follow up without lifting a finger
Most jobs are won in the follow-up, but when you're slammed, it's the first thing that slips through the cracks.
Set an automatic follow-up 24 hours after a quote is sent, and a second one 3–5 days later. You won't have to remember. It just happens.
5. Invoice right away
The longer you sit on an invoice, the longer you wait to get paid. Trigger invoices automatically when a job is marked complete and drop a payment link right in the email so they can pay on the spot.
