Note:
Due Dates are a Pro & Enterprise feature
Automatic Follow-ups are an Enterprise only feature
Proposals
customers are sent a series of options and need to select one option
go to Preferences > Proposals
set the number of days until a Proposal is 'voided'
you are telling the customer that these offers/prices are only good for this many days
gives the customer a sense of urgency
set how often to resend the pending Proposal (the cadence) and the number of times you want it sent during the above time period
set this within the range of the above (don't set things up to send out after it has been set to be voided)
system will resend a 'pending' Proposal until the customer acts on the Proposal, the number of tries have been used up or until it is 'voided'
NOTE: a default message can also be added in the 'Comments' and will then appear on all Proposals (this can be customized on an individual basis)
Approvals
customers are sent information and documents pertaining to a job and need to 'approve' and sign off on the information and attachments
go to Preferences > Approvals
set the number of days until an Approval is 'voided'
you are telling the customer that the ability to approve of the job, price, schedule date and any attachments is only good for this many days
gives the customer a sense of urgency
set how often to resend the pending Approval (the cadence) and the number of times you want it sent during the above time period
set this within the range of the above (don't set things up to send out after it has been set to be voided)
system will resend a 'pending' Approval until the customer acts on the Approval, the number of tries have been used up or until it is 'voided'
NOTE: a default message can also be added in the 'Comments' and will then appear on all Approvals (this can be customized on an individual basis)
Payments
customers are sent a Payment Request in order to pay for the services rendered
Payment Requests will not 'void' but will be marked 'past due'
go to Preferences > Payment
set the number of days until a payment is 'past due'
this is essentially the due date for the payment
if you don't receive the payment by this time period the status will change from 'pending' to 'past due'
this then allows you to run reports on your 'past due' payments
set how often to resend the 'pending' Payment Request during the above time period
set this within the range of the above (don't set things up to send out after it has been set to be changed to 'past due')
system will resend a 'past due' Payment Request until the customer makes payment or the resending parameters are met
NOTE: a default message can also be added in the 'Comments' and will then appear on all Payment Requests (this can be customized on an individual basis)
