Follow-ups and review requests

What it is

Two emails you would send if you remembered, sent for you from your name. Check in on an unanswered estimate: three days after sending, and again at seven, as long as the customer has not accepted or declined. Ask for a review: an hour after you mark the final invoice paid, with your review link. Both show in the job's activity log.

How to

Settings → Follow-ups & reviews: tick what you want and paste your review link (Google, Yelp, Facebook - any link). Each customer gets each email once.

Which plan

Every plan.

When it goes wrong

No review link, no review request - the switch does nothing until the link is there. A customer who replies to a check-in reaches you directly; the next check-in still goes unless they accept or decline on the page, so mark the estimate accepted or declined yourself when they answer by phone.