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Auto Follow-Ups

Set up automated follow-up messages via email or text based on estimate status triggers to improve quote acceptance rates.

Auto Follow-Ups in PaintScout automatically send email or text messages to clients based on estimate status triggers, helping your team close more deals without manual reminders.

Using text follow-ups? Review SMS Follow-Ups for delivery tips and message best practices.

What are Auto Follow-ups?

Auto Follow-ups send automated messages based on timelines you define. You choose a trigger (e.g., quote sent or viewed), set a timeframe, and PaintScout sends the follow-up automatically when that timeframe is reached.

If the quote is accepted or declined before the scheduled follow-up, there will be no unnecessary messages sent. This eliminates the need for you to remember and manually follow up with clients, saving you valuable time and countless mental notes.

How to Create a Follow-up

Step 1: Create

Click the person icon and go to your Account Settings > Communications > Auto Follow-ups section. Click +New Follow-up.

Screenshot showing the Auto Follow-ups section in Account Settings with the New Follow-up button

Step 2: Configure

A pop-up will appear, here you can configure when, how, and what your follow-up will send.

  • Document Type - select either an estimate or invoice.

    Screenshot showing the Document Type dropdown to select estimate or invoice for the follow-up

  • Estimate Types - choose which estimate types this follow-up will send for.

    Screenshot showing the Estimate Types selection for choosing which types the follow-up applies to

  • Requirements - determine when your estimate will be sent.

    Screenshot showing the Requirements settings to determine when the follow-up will be sent

  • Message - configure the subject line and message of your follow-up.

    Screenshot showing the Message configuration with subject line and body fields for the follow-up

  • Method - pick how you would like your follow-up sent: email, text, or both. If you plan to send texts, review SMS Follow-Ups to improve delivery and avoid carrier spam filters. Once enabled, the follow-up message will be automatically assigned to new quotes based on the parameters you've selected.

    Screenshot showing the Method selection to choose email, text, or both for the follow-up delivery

Once you are happy with your configuration select Confirm, and the follow-up will be saved.

Screenshot showing a saved follow-up configuration in the Auto Follow-ups list

How do I edit a Follow-up?

To edit, delete, or copy a follow-up, click the three-dot menu on the right side of the follow-up:

Screenshot showing the three-dot menu on a follow-up with options to edit, delete, or copy

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