Friday afternoon arrives and suddenly the passenger footwell is an archaeological dig. Somewhere between the servo receipt and a tape measure is a quote you were definitely going to follow up.
Give every quote a status
Draft, sent, accepted, declined or whatever simple set works for you. The exact labels matter less than being able to tell what needs attention without rereading every file.
Put follow-up dates somewhere deliberate
Do not rely on remembering that Steve said “call me next Thursday.” Record the date while the conversation is fresh.
Keep customer details with the work
Names, contact details and quote information are much easier to use when they are attached to the same record rather than scattered across texts, notes and screenshots.
Back up before you need the backup
A backup made after something disappears is technically just grief with extra steps. If your tool stores information locally, make exporting a backup part of the routine.
Ten boring minutes beats an hour of hunting
A short regular admin habit can keep outstanding quotes visible and reduce the amount of reconstructing you have to do later.
MarginForge includes quote status, your own follow-up dates and JSON backup/restore. Data stays in the browser on that device, so regular backups matter.