Send estimate follow-up email and log outreach rows
Send estimate follow-up email and log outreach rows
Your estimate emails sometimes go unopened, leaving potential jobs unbooked and field crews idle. Follow-ups are sent to customers and logged to your outreach sheet for booking visibility the same day.
Overview
When estimates don’t get a timely nudge, bookings stall and crews sit idle; this flow sends a follow-up email for tagged estimates and logs each outreach so you see booking progress. That visibility gets your schedulers the context they need to confirm installs the same day.