Estimates and follow-ups

Estimates

1. Open Sales → Estimates. (0:00)
2. Last 10 estimates at the top shows each estimate and its status: Open, Sent, Won or Lost. (0:04)
3. Click Board to see every estimate by stage (Open, Sent, Won, Lost, Not booked, Nurture). Drag a card to change its status. (0:12)
4. Click Table for the full list. Every estimate has a Follow-up date, so nothing slips through. (0:18)
5. + New Estimate adds a quick estimate row; full priced estimates with add-ons and sketches are built in the crew app's estimate builder.

Follow-Ups

1. Open Sales → Follow-Ups. (0:23)
2. Two tabs: Review Requests and Reseal Reminders, each showing who is due now.
3. Each card's message is already written with the customer's name and job. Check the wording (you can edit it in the box). (0:29)
4. Tap Text or Email. It opens your own phone or email app with the message ready; you press send. (0:33)
5. Click Mark Sent and the card leaves the list. Skip removes it without sending. (0:40)

Nothing goes out by itself. Every message is checked and sent by you.

Related

• Message Library