Using Quote Reminders on Tradify Web and Mobile

Understand how to chase up Quotes with Quote Reminders on Tradify's web app.

Using Quote Reminders helps you to win more work and remind potential customers of work that you can do for them.

Activating Quote Reminders

To turn on Quote Reminders:

1. Head to your Quote.
2. Select the Enable reminder emails on this quote toggle.
3. Select Save.

Editing Quote Reminders

1. Head to Settings.
2. Head to Quotes.
3. Select the Quote Reminder Toggle.
4. Edit the Message to Customer in the text field. 
5. Select Save.

Using Quote Reminders on Tradify Web Walkthrough Video

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Understand how to send Quote Reminders on Tradify's mobile app. 

Changing the Quote Reminders can only be done on Tradify's web app. For more information, see Activating Quote Reminders. 

Sending Quote Reminders on Tradify Mobile

To send a Quote Reminder on Tradify Mobile:

1. Head to your desired Quote (You can access these through the Dashboard, Quotes Dashboard, on a Job, in the Enquiries tab or through a Customer Profile).
2. Scroll down and select the Enable reminder emails on this quote toggle. 
3. Select either Save Draft or Approve.