Note: This feature is only available for our Premium & Elite tier subscribers.
If you use interactive estimates and want to automatically follow up by email or text, you can use SPRAYE's automated estimate reminders. In order to set up your automated follow-up messages, you will need to navigate to your settings page. Then scroll to the "Estimate Settings" section of the page.
From here, you should be able to see the following:
By clicking into the "Select Days" dropdown, you can choose from the available "# of days since initial estimate send date" notifications to edit & enable.
Clicking on anyone of these options will allow you to edit the email and/or text and enable either or both. You can enable any combination of the 12 available options.
Once you edit the email and/or text with your desired messaging, you can submit your changes.
Please be aware that the email automatically contains a link to the estimate with a button (you can preview your email by clicking the "Preview Email" button. The link to the estimate will also be automatically appended to the end of your text template.
Once your messaging is enabled, it will automatically send the enabled reminders for any estimates sent after you enable the messaging.