Follow-ups and quote expiry

Most quotes are not lost. They are forgotten — by a customer who meant to reply, on a day that got away from them. Follow-ups are the part of the job nobody has time to do by hand.

What gets sent

Switch follow-ups on and two things happen on their own:

• A nudge, after the number of days you choose, to a customer who has not answered.
• A warning before the quote expires, so "I was going to say yes" does not arrive the week after the price stopped being valid.

Three rules keep this from becoming nagging:

1. Each is sent at most once. Not once a week until somebody cracks.
2. Neither is ever sent after the customer has answered — accepted, declined or asked a question.
3. Nothing is sent outside quiet hours where the follow-up goes by text. See Text messages and consent.

If you would rather write the nudge yourself, a plan with AI assists will draft a personalised follow-up for you to edit — the link and the subject line stay put.

Expiry

Quotes expire on your schedule — thirty days by default, set in Settings. An expired quote can no longer be accepted online, which is the whole reason it exists: a price you gave in February should not be binding in October.

Expiring quotes surface in two places before they lapse:

• The needs-attention list on the dashboard shows quotes expiring within the week.
• The quotes list has an Expiring soon filter of its own.

Both are covered in The dashboard and reports.

Knowing what actually went out

Every email and every text the system sends is logged with its outcome — see Exporting your data — so "did that follow-up actually send?" has an answer rather than a shrug.