When you send a quote, VisionScaper can schedule a series of follow-up messages for you. They stop on their own when the customer signs or declines.

Counted from the day you send it. The times shown are the starting times.

The wording is a starting plan. Change it to sound like you.

1. Open Settings, group Prices and quotes, tab Follow-up plan.
2. For each follow-up, use the tick box to turn it on or off.
3. Set the Date and Time, Send by (Email, Text or Both) and To.
4. Edit the Subject and Message.
5. Tick what to attach: Proposal link, Before/after picture, Total, What’s included.
6. Use Add another follow-up if you want one more.
7. Tap Save as my default plan.

To go back to the original, tap Reset to the recommended plan.

• When sending, the plan appears under “Follow up automatically if they don’t sign”. Change any date, time, channel, message or attachment, or untick the box to send with no follow-ups.
• After sending, open the quote and the Follow-ups list. Tap Edit follow-ups and Save follow-ups. The message says how many were scheduled.

Each follow-up shows a status such as scheduled, with the error if one failed.

A text step needs Twilio. If it is not set up, the channel list says “(not set up)”, and a text step cannot go. Use Email.

If your own payment to VisionScaper is outstanding, follow-ups wait. Today shows “N follow-ups were held while your payment was outstanding” and Review held follow-ups.

• Keep messages short and kind. The last one gives a clear end.
• Use {valid_until} so they know when the price ends.

• A follow-up did not send. Look at its status and error in the list.
• Follow-ups kept going after they signed. They should stop. Check the status. Signing and declining both cancel pending ones.

• Sending a proposal and customer e-signature
• Win/loss tracking and the close-rate report
• Build a quote step by step