Zevik adds a post-quote client experience and follow-up layer to your Xero quote workflow — track engagement, capture questions, follow up with context, and know which quotes are worth your attention.
Xero manages the quote-to-invoice record. Zevik manages the decision window before the invoice.
Xero shows the quote record. Zevik shows what to do next.
Works with XeroClient quote pageSMS follow-upEngagement tracking
Workflow fit
Xero keeps the records clean. Zevik helps get the client to a decision.
You keep creating and managing your quote in Xero. Zevik adds the layer that helps clients understand, respond, and move to the next step — while giving you clearer visibility into what is happening after the quote is sent.
01
Create quote in Xero
Xero
→
02
Send with Zevik
Zevik
→
03
Client gets clear quote page
Zevik
→
04
Engagement & follow-up
Zevik
→
05
You know what to do next
Zevik
→
06
Xero stays source of truth
Xero
01
Create quote in Xero
Xero
02
Send with Zevik
Zevik
03
Client gets clear quote page
Zevik
04
Engagement & follow-up
Zevik
05
You know what to do next
Zevik
06
Xero stays source of truth
Xero
No new accounting system. No duplicate quote record. Just a clearer post-quote workflow.
The decision gap
The quote is sent. Then the silence starts.
A Xero quote can be accurate, professional and ready to convert into an invoice — but until the client decides, it is still sitting between revenue and silence. Did they understand it? Are they comparing? Do they need a call? Or has it simply gone quiet? After the quote leaves Xero, many contractors are still relying on memory, gut feel and manual follow-up.
●
Opened but no reply
3 days silent
○
Did not open
Sent 5 days ago
?
Question waiting
From client
☎
Requested a call
Action needed
↻
Reopened after 5 days
Re-engaged
✓
Approved
Ready to invoice
…
Going cold
No activity 10 days
✕
Declined
Move on cleanly
The problem is not creating the quote. The problem is knowing what is happening before the quote becomes an invoice.
Client experience
Give clients more than a quote email.
Zevik turns your Xero quote into a clear client-facing experience with the quote, a plain-English explanation, a voice walkthrough, and simple next actions. The client can review, understand, ask, request a call, or approve — without vague email replies or missed follow-ups.
Trent Electrical
Quote for Smith Residence · Bathroom renovation
Total inc. GST
$8,740.00
PDF
Quote QU-1042.pdf
2 pages
What's in the quote
Full bathroom GPO replacement, new exhaust fan circuit with timer, two-way switching at door and shower entry. All work compliant with AS/NZS 3000.
▶
Voice walkthrough from Trent
Hear it in plain English
0:48
Approve quote
Ask a question
Request a call
1
Your Xero quote PDF
Same quote you sent from Xero — no duplicated record, no rebuild.
2
Plain-English explanation
A short summary of what's actually included, in language the client understands.
3
Voice walkthrough
A short audio explanation in your voice, so the quote feels personal — not a wall of line items.
4
Approve · ask · request a call
Clear next actions instead of a vague email reply. Decisions land where they're tracked.
5
Mobile-friendly
Most clients will view this on a phone. The quote, audio and actions are all designed for it.
The client gets clarity. You get a cleaner signal.
Contractor visibility
See which quotes need action right now.
Zevik turns Xero quote activity into a clear action queue — questions to answer, follow-ups to send, clients to call, and quotes that are going cold.
app.zevik.io/dashboard
Good to see you.
13 quotes need attention today. 2 questions need a reply.
Questions awaiting reply
2
clients need a response
Reply now →
Needs follow-up
13
quotes ready for action
View queue →
Clients showing interest
5
opened or revisited recently
View all →
Value needing action
$260,316
waiting across 13 quotes
View pipeline →
Today's quote actions8
View all quotes →
High
K
Karen S.
Burwood East VIC
$72,644.00
Asked a question · 14d ago Reply now while they are engaged
Needs reply
High
M
Mark & Lisa B.
Bentleigh VIC
$29,200.00
Requested a callback · 14d ago Reply now while they are engaged
Needs reply
High
J
Jordan T.
Melbourne VIC
$14,250.00
Replied to SMS · 7d ago
“Can we schedule next week?”
Needs reply
Med
P
Pat M.
Donvale VIC
$6,292.00
Opened once · no action in 6 days Consider an SMS follow-up
Stale
Med
S
Sam R.
Caulfield North VIC
$3,245.00
Opened once · no action in 17 days Consider an SMS follow-up
Stale
Today so far
Tuesday 5 May
2 client replies received
Live client activity
Important
Alex P. approved the quote5d
Alex P. opened the quote5d
Jade L. opened the quote6d
Other activity
Tom A. quote sent via Zevik4d
Karen S. quote sent via Zevik4d
This is not accounting data. It is quote-decision visibility.
Know which quotes deserve your time before they become invoices — or disappear.
Contractor visibility
See which quotes need action right now.
Zevik turns Xero quote activity into a clear action queue — questions to answer, follow-ups to send, and clients to call.
Questions awaiting reply
2
Needs follow-up
13
Karen S.
Burwood East VIC · 14d
$72,644
Asked a question — reply while engaged
Needs reply
Mark & Lisa B.
Bentleigh VIC · 14d
$29,200
Requested a callback — reply while engaged
Needs reply
Pat M.
Donvale VIC · 6d
$6,292
Opened once · no action in 6 days
Stale
This is not accounting data. It is quote-decision visibility.
Follow-up triggers
Follow up without chasing every quote manually.
Zevik tracks quote activity after the client receives it, then prompts the right follow-up when something changes.
Trigger · Not opened
Nudge them with a direct link
A short SMS with a tap-to-open link to the quote page — no chasing required.
Trigger · Opened, silent
Follow up while it's still fresh
Catch the client while the quote is still in their head, before it gets buried.
Trigger · Question or call
Bring the quote back as an action
Questions and call requests land against the quote with full context — no email hunt.
Trigger · Re-engaged
Spot the second look
A quiet quote that gets reopened can be a strong engagement signal. Zevik surfaces it so you can act while it matters.
No new accounting system. No separate phone workflow. Follow-up stays tied to the quote.
Xero enhancement
A natural enhancement to your Xero workflow.
Xero stays the accounting and quote-to-invoice source of truth. Zevik strengthens what happens in the decision window.
X
Keep Xero for
Accounting · quoting · invoicing
✓Quote creation
✓Quote-to-invoice conversion
✓Invoicing
✓Payments
✓Accounting records
✓GST and reporting
✓Financial admin
Z
Add Zevik for
Post-quote decision window
✓Clearer client quote page
✓Voice quote explanation
✓Engagement tracking
✓SMS follow-up
✓Client questions
✓Call requests
✓Quote intent visibility
✓Next-action clarity
Xero remains your accounting source of truth. Zevik strengthens the decision window before the quote becomes an invoice.
Use cases
Built for the Xero quotes that need more than “sent”.
○
Client never opens
A direct link makes the quote easier to access — and easier to follow up on.
●
Client opens but says nothing
Zevik flags the silence so you can decide whether to follow up — or move on.
?
Client has a question
The question lands against the quote with full context. No email hunt.
☎
Client wants to talk
Call requests are surfaced clearly so you know who needs a response.
…
Quote has gone quiet
Zevik shows when a quote has stalled — so you can decide whether it's still worth chasing.
✓
Quote is approved
The decision is clear, so you can move toward invoicing in Xero with confidence.
FAQ
Common questions from Xero users.
01Is Zevik a replacement for Xero?
No. Xero stays your accounting, quoting and invoicing system. Zevik works alongside Xero by adding the client experience, follow-up and visibility layer after the quote is sent.
02Does Zevik create the quote?
No. You create the quote in Xero. Zevik connects at the send stage and adds the client quote experience, follow-up and visibility layer.
03What does Zevik add to my Xero quote workflow?
A clearer client quote page, voice walkthrough, engagement tracking, SMS follow-up, captured client questions and call requests, and clear next actions for active quotes.
04Does Zevik replace Xero quote acceptance?
No. Zevik does not replace Xero as the quote and accounting record. Zevik helps manage the decision process around the quote and keeps the workflow aligned with Xero.
05Does Zevik send SMS follow-ups?
Yes. Zevik can send automatic stepped SMS reminders, plus manual one-off SMS follow-ups from individual quotes.
06Will this add more admin?
No. Zevik is designed to reduce quote follow-up admin by showing which quotes need attention and capturing client responses in one place.
Get started
Upgrade what happens after your Xero quote is sent.
Keep using Xero to manage quotes, invoices and records. Use Zevik to give clients a clearer quote experience, follow up with context, and know where every quote stands.