Quote follow-up CRM

Stop losing bids to spreadsheet chaos.

BidChaser keeps HVAC and plumbing quotes visible, aging bids obvious, and follow-up tasks in one simple place so your next deal does not go cold.

20

Free open quotes

$29

Monthly solo plan

1

Quotes due now

Aging dashboard

Next action visible on every quote

18 days oldest

Parker Supply

Follow-up Due

Northside HVAC · $18,500

12d

Next: Call facilities manager before noon

Lakeview Apartments

Viewed

Mason Plumbing · $6,400

5d

Next: Send revised scope and ask for decision date

County Library

Sent

Blue Ridge Mechanical · $22,950

18d

Next: Nudge after budget committee meeting

3

quotes in the board

1

need follow-up now

48k+

thousand dollars tracked

Built for the bid pile, not the whole shop

BidChaser is narrow on purpose: import the list, mark the next step, and keep the aging bids visible until somebody follows up.

Quote pipeline that stays readable

Track Drafted, Sent, Viewed, Follow-up Due, Won, and Lost in one board.

CSV import from the spreadsheet era

Paste or upload a quote list and turn columns into live quote cards.

Next action on every quote

Make follow-up impossible to forget with one clear next step.

Aging dashboard that calls out stale bids

See what is aging, what needs a call, and which deals are slipping.

Simple workflow

A contractor-friendly follow-up loop in minutes

No dispatch, no inventory, no bloated suite. Just the work contractors already do, made visible enough to stop deals from going stale.

1. Bring in your quote list

Paste a CSV from Excel or upload one from the office spreadsheet.

2. See what is aging

Quotes over 7 days old, viewed but untouched, or marked follow-up due rise to the top.

3. Assign the next call

Write the next action once, so the office knows who is chasing the estimate.

CSV import demo

Bring in the spreadsheet without changing how the shop works

Paste a CSV export from Excel and convert a pile of estimates into a trackable quote list with status, age, and next action.

Columns: customer, shop, value, stage, age_days, next_action

Join the free tier

Start with 20 open quotes and one user

Enough room to test the workflow in a real shop before you move to the paid solo plan or a small team account.

No setup marathon. Just a simple place to track the bids that matter.

Pricing that stays narrow

  • Free: 20 open quotes, 1 user
  • Solo: $29/mo for one user
  • Small team: $79/mo for a crew that needs shared follow-up visibility