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A quote tracker you will actually keep using
The five fields and short weekly review that keep the next step visible.
Keep the record small
Start with customer, job, quote amount, sent date and next contact date. Add a status and a short note when something changes. A tracker that takes too long to maintain will not help a busy trade business.
Separate open, paused, won and lost
Open means there is a live decision or next action. Paused means there is an agreed delay. Won means the quote was accepted, subject to your booking process. Lost means the customer declined or you have closed the quote. Do not count paused work as confirmed revenue.
Use reminders as a review queue
Look at the next contact dates and decide which follow-ups are appropriate. Update each date after contact. The Quote Again workbook highlights due items, but it does not send notifications or messages.
Review once a week
Choose a regular time, scan open quotes, act on appropriate due items and close anything that no longer needs a follow-up. Check the written quote before discussing changes to scope, price or availability.
Protect customer details
Keep the workbook in a secure business location and limit access to people who need it. Back it up. Remove private customer information before pasting anything into an AI assistant. Use the plain CSV if you prefer to build your own tracker.