TradieDash › Customer follow-ups

Follow up every customer, on time

Calls, visits and emails for new enquiries and long-standing customers, with overdue, today and this-week lists, so nothing slips.

14-day free trial · no card needed · cancel anytime
Follow-ups list with overdue and due today

Forgotten follow-ups are lost jobs

Most lost work isn't lost on price. Nobody called back. TradieDash makes the next contact part of the customer record and shows you when it is due.

One list of who to contact

Filter by person, customer type or activity type, and see what is overdue first.

  • Mine or everyone's
  • Leads, cash customers, accounts, builders and more

How it works, step by step →

Follow-ups for an office manager
Your follow-ups, in order.

Finish one, book the next

Record the outcome and notes and schedule the next step in the same form, saved together.

  • Times shown in your business time zone
  • Complete history kept per customer

How it works, step by step →

Completing a follow-up
Outcome, notes and the next step together.

How it works

Plan it

From a customer or lead, add a follow-up with a date.

Do it

It appears when due. Call, visit or email.

Record and repeat

Save the outcome and book the next one.

TradieDash Starter
A$17.99 per month, incl. GST

One price per business. Your whole team is included, and subcontractors you invite join their projects free.

  • 14-day free trial. No card needed to start.
  • Cancel anytime.
  • Every feature is included. There are no add-ons or higher tiers.

Get started with TradieDash

Common questions

Does TradieDash send the follow-up for me?

No. It reminds you and records what happened. TradieDash does not send emails or texts to customers.

Turn more enquiries into jobs

14-day free trial. No card needed. Set up in about 15 minutes.

Get started with TradieDash