Guide30 April 20264 min read
Estimate Reminders Aren't Sending — What's Blocking Them
Connected, syncing, silent. Usually the sequence is behaving exactly as configured — the configuration just isn't what you remember.
Connected, syncing, silent. Usually the sequence is behaving exactly as configured — the configuration just isn't what you remember.
Everything's connected and nothing's going out. Start with the cause people overlook most.
A QuickBooks customer record without an email cannot be emailed. It's the most frequent cause and completely invisible unless you open the record.
If your first touch is set to four days, nothing happens for four days. Compare your cadence settings against the estimate date — here's a sensible cadence.
Accepted, closed and rejected estimates end their sequences. If someone updated it in QuickBooks, the chase correctly stopped.
Rules that limit chasing by value, age or customer will skip anything outside them. Review the rules rather than assuming full coverage.
Worth a look after any settings change — a paused sequence is indistinguishable from a broken one from outside.
Three usual causes: the customer has no email address in QuickBooks, the delay before the first reminder hasn't elapsed, or the estimate's status changed and stopped the sequence.
Yes, immediately on the next sync — so customers never get chased for something they've already agreed to.
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.