Estimate Add/Remove a Follow Up

Add/Remove a follow-up

When creating a new estimate the system will ask if you want to add a follow-up date that the customer will receive a follow-up email. If you change your mind, you can add or remove a follow up at any time. To do this:
  1. Go to the estimate
  2. Below Deferred To, click Add Follow Up or Unfollow as applicable
  1. Go to Estimates
  2. Select the type of estimate you wish to view or select All Estimates
  3. On the overview of the estimate click Actions
  4. Select Follow Up or Remove Follow Up as applicable

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