Manage customer follow-ups

Choose whether a customer receives automatic invoice reminders, quote follow-ups, and job approval follow-ups.

Where to find it: Settings → Company → Customer Follow-ups, then Customers → open a customer → Edit → Follow-ups.

Enable customer opt-outs

A user with the Business Profile setup permission can turn on Allow customer opt-outs and click Save changes. This setting starts off for every business. Enabling it leaves all customers' follow-ups on until staff change a customer's preferences.

Choose a customer's follow-ups

1. Open the customer and click Edit to open the Edit Customer window.

2. Under Follow-ups, check individual follow-up types, or check Turn off follow-ups to select all.

3. Click Save. Cancel discards your changes.

When any follow-ups are off, the customer page shows a Follow-ups off or Some follow-ups off pill beside the customer's other status pills. Hover over it to see which types are off. There is no pill while every follow-up is on. To turn them back on, open Edit, uncheck those choices, and save.

Initial sends, manual messages, visit reminders, and en-route texts are unaffected.

Queued follow-ups are skipped when they become due. Skipped messages are not replayed if you turn follow-ups back on; future messages use the saved schedule.

Turning Allow customer opt-outs off hides the Follow-ups section and pill and ignores saved opt-outs. The choices are kept and apply again when the business turns the setting back on.

Related: What the customer page shows.