When follow-ups go out (send times, quiet hours)

Once a quote is sent, its follow-ups go out by themselves. You don’t press anything. Here is what goes when, and how to set the time of day.

Which message goes when

• Day 2, if the quote hasn’t been opened: a check that it came through.
• Day 5, if it was opened but there is no answer: an offer to help with questions, and an alert to you to give them a call.
• Day 12, if there is still no answer: a last call with the date the price is held until.
• 6 months on, if they haven’t gone ahead: a check-in.
• 12 months after the job, once you tap Job complete: a check-up.

Reminders stop as soon as the customer accepts, declines or replies. For each message you can change Send after, the channel (email, text or both) and the send time.

Set the time of day

In Settings > Follow-ups & check-ups, find When messages go.

1. Natural or fixed time

   Natural time picks a different time for each message, never on a round minute, so it reads like you sent it yourself. Fixed time sends every message at the same time.

2. Business hours

   Natural times fall between your start and finish.

3. Weekends and public holidays

   Off unless you switch them on: a message due then goes on the next working day.

4. Where you are

   Your state or territory sets your time zone and which public holidays are skipped.

5. Quiet hours

   Nothing goes to a customer between these times, even a message you send by hand.

6. Preview

   Preview the next 10 send times shows how your settings play out.