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Win more work, faster by sending automatic email and/or text message follow ups to clients about quotes you haven't heard back on.
Quote follow-ups will allow you to touch base with clients when they haven't responded back to a quote you've sent them. This feature will automatically send an email or text message to remind the client about the quote that is still in awaiting response status. You can spend less time chasing after your clients, Jobber will do that for you!
The settings for quote follow-ups are found by going to the Gear Icon > Settings > Notifications. Quote follow-ups will be found in the section for Getting the Work. This is where you can this turn this feature off/on and by clicking Edit, choose when the reminder is sent out and at what time of day.
Quote follow-up schedules
From the Edit screen, there are two schedules for the follow-ups that you can send to remind your client about the quote. However, if you'd rather just send one follow-up, you can delete the second schedule. This is where you can select how many days after the quote was originally sent that you'd like to follow-up on the quote and enter the time of day.
The quote follow-ups will automatically be sent in the same method as the original quote to the same recipients (including CCs), which means if your quote is sent via text the reminder will be sent via text as well. If your original quote was sent by email and you included the quote PDF as an attachment, the PDF will also be sent in the quote follow-up.
Quote follow-up templates
Also on the Edit screen, there are templates for both emails and text messages that allow you to use variables to customize the message. The way you setup the template will be what your client receives along with a link to the client hub where they can access the quote.
When you send a quote follow-up via email, this is what your client will see:
A quote follow-up sent via text will look like:
There is another feature found by going to the Gear Icon > Work Settings for Quote Reminders. This feature will put a reminder to follow up with the client on your calendar, but does not automatically send out a message to your client. This feature might be a good option if you'd prefer to follow-up via phone call or in another way.
Disabling follow-ups for individual clients
If you have a client that you'd prefer doesn't receive quote follow-ups, this can be turned off on the client's profile. Go to that client's profile and click Edit. Under the client details, there is a section for automated notifications where you can toggle quote follow-ups to OFF as well as opt the client out of other notifications.
Note: Quote follow-ups will be defaulted to ON for all clients, unless changed.