Guide9 July 20263 min read
How to Stop Reminders on One Specific Estimate
Automation you can't override is automation you can't trust. Three ways to take one estimate out of the sequence.
Automation you can't override is automation you can't trust. Three ways to take one estimate out of the sequence.
Three options, and the right one depends on why you're stopping.
For live estimates you're handling personally, or jobs paused for reasons the software can't know. Everything else keeps chasing.
For estimates that are actually finished. Marking it rejected or closed stops the chasing and keeps your win-rate data truthful.
For patterns rather than one-offs — never chase under a certain value, never chase this customer, never chase a given estimate type. Configure once.
Don't disconnect QuickBooks to silence one estimate. It stops everything and reconnecting causes more disruption than the original problem.
Yes — mark that estimate as excluded and its sequence stops while everything else continues as normal.
Use a rule rather than excluding estimates individually. Rules can skip specific customers or estimate types automatically and won't be forgotten.
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.