Add each open quote
Track customer, service, quote date, value, status, and next follow-up in one narrow workspace.
Canopy Relay Toolkit
Quote follow-up without a CRM.
A simple self-serve system for small service businesses that need to remember who to follow up, what to send, and when to stop.
Built for the in-between stage
For operators who are past sticky notes, but not ready for Jobber-sized software.
Use the suggested message
Copy a polite follow-up into the email or text tool you already use. No platform migration.
Close the loop
Mark replies, wins, no-thanks, and stale quotes so nothing keeps nagging you forever.
What Toolkit is not
Not a CRM. Not an AI sales rep. Not another inbox.
- No customer portal or account migration
- No bulk blasting or hidden tracking pixels
- No automatic sending on your behalf
- No customer notes sent to AI model providers
- No heavy setup before you know it helps
- No pressure to replace the tools you already use
Expected first version
A tiny quote follow-up command center.
The validation version is deliberately small: prove that a clearer daily follow-up list is useful before turning it into a bigger product.
Quote
Status
Next step
Driveway cleaning estimate
Open
Day 2 check-in
Fence repair quote
Question
Reply needed
Deck staining estimate
Stale soon
Final reminder
Early access
Help shape the self-serve version before we build too much.
Canopy Relay Toolkit is being validated now. The goal is to learn whether small operators want a lightweight follow-up workspace enough to use it before it becomes a full application.
If you run a service business and open quotes slip through the cracks, email your trade, rough quote volume, and what you use today to track estimates. We will use that to decide what belongs in the first version.
Email [email protected]