Follow-up automation
Give outstanding work a considered follow-up.
Configure estimate and invoice follow-up sequences with message steps, delays and controls, rather than treating every open record the same.
A thoughtful follow-up.
Estimate follow-up sequence
A job in practice
An estimate is still waiting for a decision
Illustrative configurable sequence; no response-rate or time-saving result is claimed.
Configure a suitable estimate sequence and its delays.
Review the eligible estimate and customer contact information.
Monitor the run and stop it manually if the conversation has moved on.
01 / The workflow
Set the sequence
Choose an estimate or invoice sequence, configure the steps and delays, and enable or disable it for your organization.
- Estimate and invoice sequences
- Configurable delays
- Enabled and disabled controls
02 / The workflow
Review eligibility and delivery
A sequence runs against eligible records. Email delivery requires an email address; SMS requires a phone number and recorded SMS consent, plus configured delivery services.
- Channel configuration
- Delivery prerequisites
- Execution history
03 / The workflow
Stop when the situation changes
Estimate sequences stop on acceptance or decline; invoice sequences stop when paid. Manual stop controls let the team intervene.
- Acceptance and decline handling
- Paid-invoice handling
- Manual stop controls
Before you decide
A few useful answers.
Does every message send regardless of customer details?
No. Delivery checks channel prerequisites. SMS requires consent and a phone number; email requires an email address. Records can also become ineligible or be stopped.
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