Guide15 July 20263 min read
Customer Received Two Identical Reminders — Here's Why
Two identical reminders is a small error that costs disproportionate credibility. It's almost always a duplicate upstream, not a double-send.
Two identical reminders is a small error that costs disproportionate credibility. It's almost always a duplicate upstream, not a double-send.
Look upstream in QuickBooks — the doubling almost always originates there.
Common when revising: you create a new estimate rather than editing the original, and both sit pending. Each gets chased. Close the superseded one.
"Smith Builders" and "Smith Builders Ltd" are two customers to QuickBooks. Merge them, then future estimates attach to one.
Close the previous estimate at the moment you issue the revision. Prevents duplicate chasing and keeps your pipeline value accurate.
Follow-up tools mirror your QuickBooks data faithfully. Doubled output usually means doubled input — see treating your estimate list as a pipeline.
Nearly always because two estimates exist for the same job, or the customer exists as two records in QuickBooks. Each is tracked separately. Close the duplicate estimate and the extra sequence ends.
QuickBooks Online supports merging customer records, consolidating their history. Merge before raising new estimates so future ones attach to a single record.
Auto follow-ups and branded online acceptance on your QuickBooks estimates, with deposits coming soon. £16.79/mo after the trial — no card required.
Start free trialOne nudge is rarely enough, and ten is too many. Here is how many times to follow up on an estimate, the ideal cadence, and exactly when to stop chasing.
Coming soon — the best time to collect a deposit is the second a customer says yes. Here is how taking a percentage on estimate acceptance, straight into your own Stripe, will work.