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For trade contractors

Know which quotes
to chase.

Most contractors send a PDF quote, then lose visibility. Zevik turns it into a tracked client page, follows up automatically, and shows which clients are worth chasing — so you stop wasting time on dead quotes.

Try Zevik on 5 quotes free →See how it works

Works with Xero, ServiceM8, Zapier, and any PDF quote.

Post-quote follow-up software for trade contractors.

Your quote pipeline

5 active

  • Alex T.Asked a questionCall today
  • Jamie L.Opened twice · Followed upStill active
  • Sam K.Requested a callCall back
  • Riley M.No activity after follow-upMove on
  • Jordan P.ApprovedWon

The problem

The quote is sent.
Then the guessing starts.

You don't know if they opened it. You don't know if they're still interested. So you chase the wrong ones, miss the right ones, and waste hours on quotes that were never going anywhere.

  • Did they open it?
  • Are they still interested?
  • Do they need a follow-up?
  • Should you chase or move on?

How Zevik works

Keep quoting how you quote.

Three steps. No new quoting system. You stay in control before anything goes to the client.

  1. 01You

    Create your quote as usual

    Quote in Xero, ServiceM8, Zapier, or any PDF tool. Upload or sync — Zevik picks it up.

  2. Featured
    02Zevik

    Review and send through Zevik

    Check the quote, client, explanation, and follow-up — then send. Nothing leaves until you say so.

  3. 03You

    Know which quotes to chase

    See what each client did — opened, asked, approved, or went quiet — and what to do next.

Works with
  • Xero
  • ServiceM8
  • Zapier
  • Any PDF quote

Step 2 · A closer look

Review once. Send with confidence.

Before anything goes to the client, Zevik gives you a clear send checklist.

app.zevik.io/quotes/review

Everything is ready. Take a quick look, then send.

  • Source quote ready
  • Quote details checked
  • Client details checked
  • Explanation ready
  • Client page ready
  • Follow-up ready

Ready to send

All 6 checks complete

What the client sees

Turn each quote into a page clients can act on.

Zevik gives each quote a tracked client page with the quote, explanation, key details, and clear next-step options — so clients can respond and you know what to do next.

app.zevik.io/q/7Q-48392
Ready for your decision

Hi Alex —

Your painting quote

$8,740incl. GST

From Clarke Painting Co · Quote #7Q-48392

Meet your contractor

Tom Clarke

A short hello · 0:42

Your quote, explained

Listen to your quote explanation

A quick walkthrough of what's included.

0:00 / 2:48

Quote summary

Interior repaint of the living room, hallway, kitchen and three bedrooms. Includes preparation, two finish coats, and full clean-up.

Contractor dashboard

See which quotes are worth chasing.

Zevik shows what happens after each quote is sent — who opened, replied, asked a question, approved, or went quiet — so you know where to spend your follow-up time.

app.zevik.io/dashboard

Good to see you, Jordan.

3 quotes need attention today.

Tuesday 12 May

  • Need attention today

    3

    Asked a question or stalled

  • Active quotes

    5

    Engagement detected, no decision yet

  • Won this month

    8

    $24,890 in approved quotes

Today's quote actions5 active
  • Alex T.$4,280

    Asked a question

    Call today
  • Jamie L.$2,150

    Opened twice · Followed up

    Still active
  • Sam K.$3,640

    Requested a call

    Call back
  • Riley M.$1,985

    No activity after follow-up

    Move on
  • Jordan P.$6,420

    Approved

    Won

Follow-up that runs itself

Follow up without the manual chasing.

Zevik follows up after the quote is sent and shows the response signals — so you know who needs attention, who is still active, and who is not worth more time.

  • Not opened in 3 days

    Gentle nudge to look at the quote

    A polite reminder goes out so the quote doesn't sit forgotten in their inbox.

  • Opened but quiet

    Check in without being pushy

    A soft prompt goes out to see what the client is thinking — surfacing intent without nagging.

  • Question asked

    Follow-up pauses, you step in

    The moment a client asks a question or requests a call, Zevik stops. The intent is clear — you take it from there.

  • Re-engaged

    Surfaces clients showing interest

    If a quiet client re-opens the quote weeks later, Zevik flags it on your dashboard — so you don't miss the moment.

Common questions

Before you try it.

Zevik is post-quote follow-up software for trade contractors. It turns PDF quotes into tracked client pages, follows up after sending, and shows which clients are worth chasing.

No. Keep using Xero, ServiceM8, or any PDF tool. Zevik picks up the quote you've already created and adds a tracked client page, follow-up, and dashboard around it.

A clean page with your quote, a plain-language explanation, and clear next-step options: approve, ask a question, request a call, request a change, or view the PDF.

Zevik nudges quiet clients on a sensible cadence and pauses the moment they engage. You set it up once — Zevik runs it.

The Zevik dashboard groups quotes by activity: who's asked a question, who's still active, who's gone quiet. You see what each client did and what to do next.

$29 / $69 / $119 AUD per month, depending on your quote volume. Try Zevik on 5 quotes free — no credit card required.

Try Zevik on 5 quotes free.

See what happens after your quotes are sent.

Try Zevik on 5 quotes free →See how it works

Works with Xero, ServiceM8, Zapier, and any PDF quote.