QuoteIQ’s Email and Text Automation feature helps you stay in front of your customers from the moment an estimate is sent to months after the job is complete. In this guide, you’ll learn how to set up automation triggers, build your own messages, and import proven templates used by Mike V himself.
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How It Works
Once enabled, QuoteIQ sends emails or text messages automatically based on customer activity.
Each step in your customer journey—Estimate Created, Estimate Scheduled, Invoice Paid, etc.—can trigger its own sequence.
These automations:
Save time by replacing manual follow-ups.
Help close more jobs.
Keep your company top-of-mind long after service is complete.
You can customize:
The triggers
The message type (email or SMS)
The timing
And the content, using pre-built tags that autofill with the customer’s info.
Step-By-Step Instructions
Step 1: Go to Automation Campaigns
From your Dashboard, navigate to the Automation Campaigns section in the left-hand sidebar.
Step 2: Review the Available Triggers
At the top, you’ll see all automation triggers you can create messages for:
Estimate Created
Estimate Scheduled
Estimate Declined
Invoice Paid
Step 3: Add or Edit an Automation
Click on a trigger to edit a message.
For example: Select Estimate Created, then click the Pencil Icon
Choose:
Automation Type: Email or SMS
Send Type:
Immediately
After (30 min, 1 day, 3 months, 6 months, 12, months, 24 months)
Cancel Trigger: Optional (e.g. if job is scheduled, the rest of the sequence stops)
Template Name: Choose a name for the Template
To Create a New Automation, press + Create Automation
Step 4: Customize the Message
Create your email or text message using dynamic tags that autofill:
Tags Available in All Email Automations:
Customer First Name: @customer_first_name
Customer Last Name: @customer_last_name
Customer Full Name: @customer_name
Your Company Name: @company_name
Service(s): @service_list
Tags Specific to Each Trigger:
Estimate Created:
The date & time the estimate was created: @creation_date_time
The total price of the estimate: @estimate_total
A link to view the estimate: @estimate_link
Estimate Scheduled:
The date the job is scheduled to be performed: @schedule_date
A link to view the estimate: @estimate_link
Estimate Declined:
The date & time the estimate was declined: @declined_at
A link to review the declined estimate: @estimate_link
Invoice Paid:
The date & time payment was completed: @paid_at
The final amount paid on the invoice: @invoice_total
A link to view or download the invoice: @invoice_link
When creating an email, you’ll also see a full formatting toolbar across the top of the message editor.
Press the collapse arrow to access the full toolbar 
This allows you to:
Adjust text style, size, and alignment.
Insert links, images, or linked images.
Add bold, underline, or highlight for emphasis.
Build numbered or bulleted lists.
You can create multi-step sequences that follow up days, weeks, or even months later.
Step 5: Save Your Template
Once you’re done customizing the message and timing, click Save.
You can repeat this for as many automation points as you’d like across the customer journey.
Step 6: Import Mike’s Templates (Optional)
Want to skip the writing?
You can import the exact automation sequence Mike uses in his own business.
In the top right corner of the Automation screen, click the Import
Confirm the prompt — this will replace your current templates with Mike’s pre-built sequence
Done — all triggers, messages, and timing are preloaded into your account
Mike’s Templates include everything from the first estimate to 11-month follow-ups designed to rebook jobs, collect reviews, and keep your name top of mind.
Step 7: View Automation Logs
To view past automations, press the View Logs button in the top left corner.
