In this article, you will learn how to close more deals by following up on pending estimates using Workiz Automations.
From adding line items with just a click or requesting an online deposit, Workiz does a lot to streamline the estimating process for your business. It doesn't stop at just creating and sending estimates, though — Workiz also helps make sure that you close as many deals as possible by reminding your clients of a document that needs their attention.
With Workiz Automations, you can create a rule that automatically sends a reminder to your clients a few days after you sent them an estimate that is still pending.
Note: In order to send automated reminders for pending estimates, you will first need to enable the Workiz Automations add-on from the Marketplace.
To learn more about enabling this add-on, please see this article.
Enabling the automation rule
From the navigation bar, select Automations
Under Follow-ups, select the Email follow-up / 3 days after template
Customize your rule as desired:
Select an email and choose if you want to send a text message, email, or both
Select 3 days after and update the timing as desired
Select Preview/edit message and customize the message as desired
(Optional) Select Add condition and add any extra parameters you want to set for this automation rule (e.g., Only if client tag = [tag], or amount is greater than [#])
Select Add automation
After enabling your automation, all future estimates that meet the criteria you defined will trigger a notification reminding your client that they have a pending estimate.
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