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Setting Up Estimate Follow-Ups

Automate follow-ups for estimates in Notifi. Set reminders to message customers after a set number of days, improving response rates and reducing manual outreach.

Robert Prasher avatar
Written by Robert Prasher
Updated over 3 months ago

Steps

  1. Go to Settings from the left sidebar.
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  2. Under General Settings, click Reminders.
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  3. Click New Estimate Reminder.
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  4. Adjust the timing, status condition, and notification method.
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  5. Click the message section to edit the follow-up content. You can customize both email and text templates.
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  6. Click Save to activate the reminder.
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  7. Repeat the steps to create multiple follow-up reminders if needed.
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Note: When a customer approves an estimate, all related follow-ups automatically stop.
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Use Case

Estimate reminders help you stay proactive without manual effort. They automatically notify customers who haven’t responded, improving conversion rates and keeping your sales process consistent. Ideal for teams managing high estimate volumes.

Related Articles
Understanding Contacts
Adding Multiple Contacts
Creating and Managing Service & Maintenance Plans
Converting an Estimate to a Job (and Automating It)
Setting Up Taxes and Group Taxes
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