Tolteck flags a quote when it goes unanswered. It never calls the customer back, never drafts a message, and never follows up on its own: these three actions remain entirely up to the tradesperson, quote after quote.
What does Tolteck do when a quote goes unanswered?
Tolteck sorts every quote by status, in a list you can check in a few clicks. On recent versions, a quote that's gone unanswered past a certain point changes color or moves to the top of the list. That's a visual signal, not an action: nothing goes out to the customer on its own, and nothing gets drafted on your behalf.
- Sent: the quote has gone out, the send date is logged
- Pending: no customer reply has been entered in the file
- Accepted or declined: the status changes once the reply is logged by the tradesperson themselves
What the software does well, it does for everyone. Sorting by status. Not following up.
What the software never does in the tradesperson's place
Four actions come up again and again, identical from one quote to the next, and none of them are automated in base Tolteck.
| Task | Done by Tolteck | Done by the tradesperson |
|---|---|---|
| Spotting the unanswered quote | yes, via status | no |
| Choosing when to follow up | no | yes |
| Writing the message | no | yes |
| Sending and logging the follow-up | no | yes |
On some versions, a calendar reminder exists, which can be set manually file by file. It depends on the edition installed and the options enabled: the safest approach is to check the account settings, not to assume.
How many quotes go nowhere, in a normal week
A rough order of magnitude, seen among plumbing and heating clients, not a national average: out of roughly fifteen quotes issued in a month, three to five go unanswered past fifteen days. About half eventually close, with or without a follow-up. The other half get lost, usually for lack of a reminder, rarely for lack of customer interest.
If you send fewer than three quotes a week and know every customer by their first name, following up manually costs almost nothing: the question really only comes up above that volume, when the list outgrows what one afternoon can handle.
Following up on a quote by hand: the process, minute by minute
- Reopen the customer file in Tolteck, about two minutes
- Reread the quote to recall the context, three minutes
- Write a message that doesn't sound automated, five to eight minutes
- Send it, then note the follow-up date somewhere, two minutes
Rounded up, following up on one quote takes a quarter of an hour. Multiply that by four pending quotes on a Friday evening, and that's a full hour, often after closing time.
A system layered on top of Tolteck, without replacing it
An AI collaborator can monitor the statuses, spot a quote that's gone unanswered once the deadline you set has passed, and prepare a message in your usual tone, never one that sounds like software. Nothing goes out without review at the start: every message waits for your approval, long enough to check the tone sounds right, then goes out on its own once trust is established.
Tolteck stays open exactly as before, on the same computer, with the same statuses. What changes is what happens between the moment a quote goes quiet and the moment someone notices. The full method is described at benit.fr/methode, and the details of what gets taken over for a construction tradesperson are at benit.fr/agent-ia-pme.
Other closed software raises the same kind of question: the Batigest case is covered at benit.fr/en/blog/integration-ia-logiciel-ferme-batigest. The framework for deciding when to follow up, regardless of the software used, is at benit.fr/en/blog/relance-devis-client-grille-decision-methode.
Frequently asked questions
Can Tolteck send an automatic follow-up by text message?
Not out of the box, on most of the installations we've seen among our clients. Some editions offer an internal calendar reminder, adjustable file by file, but no automatic sending to the customer. Check directly in the account settings, since options vary from one version to another.
Do you need to change quoting software to automate follow-ups?
No. The idea is to connect a system to Tolteck exactly as it's used today, with no migration and no change of habit. The quoting software stays the same; only the follow-up action changes hands.
How long does it take to set up automatic follow-ups?
Plan for two to three weeks for a solo tradesperson: one week to understand the pace of quotes and the usual tone, then follow-ups reviewed before sending long enough to check they sound right, before letting them go out on their own.
Will a customer notice that the follow-up wasn't written by hand?
Not if it uses the same vocabulary and length as the tradesperson's usual messages. That's exactly the work of the first few weeks: adjusting the tone before letting anything go out unreviewed.
What happens if Tolteck changes version or interface?
The system follows the statuses displayed in the software, not a fixed version. A change in interface requires an adjustment, comparable to what any update would require for everyday use of Tolteck.