> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/email-and-communication/email-settings/auto-follow-ups.md).

# Auto Follow-Ups

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.

{% hint style="info" %}
Using text follow-ups? Review [SMS Follow-Ups](/support/email-and-communication/email-settings/auto-follow-ups/sms-follow-ups.md) for delivery tips and message best practices.
{% endhint %}

## What are Auto Follow-ups?

{% embed url="<https://www.youtube.com/watch?v=3OME6Agdyyk>" %}

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.

{% hint style="info" %}
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.
{% endhint %}

***

## 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**.

<figure><img src="/files/Jo41ko2Zk6P5pMpUfzqZ" alt="Screenshot showing the Auto Follow-ups section in Account Settings with the New Follow-up button"><figcaption></figcaption></figure>

### 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.

  <figure><img src="/files/urd67WsLWS5VA8hGAnGm" alt="Screenshot showing the Document Type dropdown to select estimate or invoice for the follow-up"><figcaption></figcaption></figure>
* **Estimate Types** - choose which [estimate types](/support/customization/templates-and-presets/what-are-estimate-types.md) this follow-up will send for.

  <figure><img src="/files/O4Xo6K7Qcm1RCOFeuXfI" alt="Screenshot showing the Estimate Types selection for choosing which types the follow-up applies to"><figcaption></figcaption></figure>
* **Requirements** - determine when your estimate will be sent.

  <figure><img src="/files/UqxnQd5u4T1MzqG9vHNK" alt="Screenshot showing the Requirements settings to determine when the follow-up will be sent"><figcaption></figcaption></figure>
* **Message** - configure the subject line and message of your follow-up.

  <figure><img src="/files/GTa2qmq7Cz1C45IAXGzh" alt="Screenshot showing the Message configuration with subject line and body fields for the follow-up"><figcaption></figcaption></figure>
* **Method** - pick how you would like your follow-up sent: email, text, or both. If you plan to send texts, review [SMS Follow-Ups](/support/email-and-communication/email-settings/auto-follow-ups/sms-follow-ups.md) 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.

  <figure><img src="/files/bJEvoT91aA0DT4hczEn7" alt="Screenshot showing the Method selection to choose email, text, or both for the follow-up delivery"><figcaption></figcaption></figure>

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

<figure><img src="/files/SH4fWRqgFq7UdQqZLUKd" alt="Screenshot showing a saved follow-up configuration in the Auto Follow-ups list"><figcaption></figcaption></figure>

***

## 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:

<figure><img src="/files/WhVxY2rKNGEA6ZjvRtPu" alt="Screenshot showing the three-dot menu on a follow-up with options to edit, delete, or copy"><figcaption></figcaption></figure>

## Related articles

* [Create an Email Template](/support/email-and-communication/email-settings/how-to-create-an-email-template.md) — Build reusable templates for estimates, invoices, and work orders.
* [Automatic Emails](/support/email-and-communication/email-settings/automatic-emails.md) — Customize emails sent automatically for estimate, payment, and event activity.
* [Sending Estimates](/support/estimating/sending-and-acceptance/sending-estimates.md) — Send estimates by email or text with custom messaging and follow-up settings.
* [SMS Follow-Ups](/support/email-and-communication/email-settings/auto-follow-ups/sms-follow-ups.md) — Improve SMS delivery and avoid carrier spam filters.
* [Chat Overview](/support/email-and-communication/email-settings/chat-overview.md) — Communicate with clients directly on estimates.


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