Estimate Reminders

In This Article

• Why send reminder emails?
• Turn on estimate reminders

Why send reminder emails?

A polite reminder for a decision from your customer keeps projects moving forward and demonstrates your desire to win their business. It also helps you know whether the job is still being considered or if the customer is no longer interested. Automating these follow-up gets the same results while saving you time.

Turn on estimate reminders

1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
2. Click on Settings.
3. Click on the Project/Estimate Settings tile.
4. Locate Estimate Reminders and change the toggle to On to configure the settings.
5. Select a frequency for how often emails should be sent. There are several options ranging from daily to bi-weekly.
6. Select the maximum number of reminders to send per estimate.
7. Click Save.