Buyer’s guide
Best quote follow-up software for contractors (UK, 2026)
What to look for in software that sends a professional offer, shows customer engagement and keeps follow-up visible — and where Keystone Site fits.
Last updated 31 August 2026 · By the Keystone Site team
The shortlist
1. Keystone Site — best for Owner-led UK builders and installers
Quotation, proposal decision, follow-up actions and the live job on one connected record. £129–£399/month, 14-day free trial, no card.
2. Jobber — best for Service businesses with high visit volume
Quotes, approvals and follow-up inside a scheduling-led platform.
3. Tradify — best for Small trade teams wanting simple quoting
Quick quoting and invoicing with reminders.
4. ServiceM8 — best for Dispatch-heavy call-out work
On-site quoting from the job card.
Best for
- Contractors sending five or more quotes a week
- Owners who cannot say which quotes are still live
- Businesses losing work to silence rather than price
Not the right fit if
- You need a full accounting ledger — Keystone Site handles job commercials, not bookkeeping
- You run large commercial contracts needing programme-level planning and cost codes
- You want a lead marketplace that sells you shared enquiries
The facts
- 14-day free trial, no card required, on your own live job
- UK product, UK support, built for owner-led construction businesses
- Published pricing: £129/month Sole Trader, £249/month for 1–10 employees, £399/month Growth for 11–25 employees
- Customers, quotations, proposals, live work, variations, site evidence and closeout stay connected around the job
- Morning Briefing and Keystone Priorities surface commercial, customer, progress and closeout actions
- Project Safety Pack included as a core feature on every plan; additional users are £5 + VAT each per month
How to judge the options
Score each option against the questions below using one real job or one real week of enquiries. Feature lists rarely predict what a small team will actually keep using.
- Does the customer receive something they can open and accept on a phone?
- Can you see whether the quote has been viewed?
- Can the office see the next follow-up and whether the customer engaged?
- Does the accepted offer remain connected when an admin activates the job?
- Are later variations priced and chased the same way?
Where Keystone Site fits
For UK contractors whose real problem is offers going quiet, Keystone Site is a strong option because the customer, quotation, proposal, decision and later job record remain connected.
- 14-day free trial, no card required, on your own live job
- UK product, UK support, built for owner-led construction businesses
- Published pricing: £129/month Sole Trader, £249/month for 1–10 employees, £399/month Growth for 11–25 employees
- Customers, quotations, proposals, live work, variations, site evidence and closeout stay connected around the job
- Morning Briefing and Keystone Priorities surface commercial, customer, progress and closeout actions
- Project Safety Pack included as a core feature on every plan; additional users are £5 + VAT each per month
A two-week test that gives a real answer
Run every enquiry and one live job through your shortlist for two weeks. Then check three things: how fast quotes went out, how many were followed up without you remembering, and whether the finished job produced proof and a review request. Whichever tool wins on those three usually wins on everything that matters.
Questions people ask
How quickly should a quote be followed up?
A first nudge at 48 hours and a second within a week covers most decisions without feeling pushy. Automating it removes the part people forget.
Does Keystone Site track customer engagement?
Proposal interactions are recorded against the offer so the office can see the customer decision and follow-up context. A quote-only PDF link is a viewer, not an acceptance surface.
Is there a free trial?
Yes — 14 days, no card required, on your own live jobs.