Clear, professional communication helps you make a strong first impression and gives homeowners confidence in your business. A fast reply, a well-written quote message, and a simple follow-up can improve your chances of winning more work.

Best Practice for Communicating With Homeowners

  • Assume the homeowner is hearing about your business for the first time.
  • Keep your message professional, polite, and easy to understand.
  • Respond quickly so the homeowner knows you are active and reliable.
  • Personalise your message when you can, instead of sending a generic reply.
  • Follow up after your first message to keep the conversation moving.

Set Up Your Default Quote Message

A default quote message helps you save time and keeps your replies consistent.

1
Open Your Inbox

Log in to your account and navigate to the Inbox menu.

The Inbox menu in the business dashboard
The Inbox menu in the business dashboard
2
Select Quote Defaults

Click on Quote Defaults to open your saved message settings.

The Quote Defaults option in the Inbox menu
The Quote Defaults option in the Inbox menu
3
Create Your Default Message

Enter your preferred quote message and save it so it can be used when you respond to new jobs.

The screen for creating and saving a default quote message
The screen for creating and saving a default quote message

Respond to a Job

1
Open Your Jobs

Go to Jobs in your account to view homeowner enquiries and available leads.

The Jobs section where business users can view and respond to homeowner enquiries
The Jobs section where business users can view and respond to homeowner enquiries
2
Use Your Pre-filled Message

When you respond to a job, your default quote message will appear pre-filled for you to review and send.

A pre-filled default quote message ready to review before sending
A pre-filled default quote message ready to review before sending
3
Personalise Your Reply

Review the message and edit it to match the homeowner's job details before you send it.

Follow Up After You Respond

After you send your message, follow up with the homeowner by phone call or text message. A quick follow-up can help you stand out, show that you are serious about the job, and improve your chances of securing the work.

Tips for Better Communication

  • Be clear about what services you can provide.
  • Keep your tone friendly and professional.
  • Avoid long or overly complicated messages.
  • Respond as soon as possible after receiving a lead.
  • Follow up if you have not heard back after your first message.