Follow-ups you don't drop
One list of everything you told yourself you'd chase, overdue first.
Most work is lost in the gap between "I'll ring them back" and actually ringing them back. Tradescraft keeps a follow-up on the customer it belongs to, then rolls every open one across every customer into a single list with the overdue at the top.
Set it where the conversation happened
- Add a follow-up on the customer's own timeline - "chase the bathroom quote", "ring back about the switchboard".
- It sits with the rest of that customer's history, so the next person to open the record sees the context and the promise.
Work one list, not twelve
- Every open follow-up across every customer rolls up into one list, sorted overdue and soonest first.
- Tick one off from the list or from the customer - either way it clears in both places.
- An empty list is a real answer: nothing is waiting on you.
It joins up with the rest of the job
- A follow-up on an unaccepted quote is the cheapest sales activity in the business.
- Overdue invoices are chased automatically by reminder email, so this list stays for the things that need a human.
Common questions
- Is this a full task manager?
- No, and deliberately so. It is the short list of things you have promised a customer, attached to that customer. It is not a project planner or a general to-do app.
- How is it different from an overdue invoice reminder?
- Overdue invoices chase themselves by email on a schedule you set. Follow-ups are for the things that need a person - chasing a quote, ringing back about a variation, checking a job landed well.
- Where do I see what is overdue?
- The follow-ups list is sorted overdue and soonest first, so the top of the list is always what you should be doing next.