Pool Brain can automatically send follow-up emails to customers and your office staff when a quote remains in "Open" status. Follow-up emails stop automatically once the quote is approved, denied, or closed.
How It Works
Automatic follow-up emails are triggered based on the number of days since the quote was created. You can set up multiple emails at different intervals with no limits.
For example, you could send a gentle reminder to the customer at day 3, another at day 7, and a notification to your office staff at day 12 with instructions to call the customer.
How to Turn On Automatic Quote Follow-Up Emails
Office Staff - Web Dashboard
Navigate to the "Email Center" --> "Automatic Emails".
Click the "Open Quotes" tab.
Toggle on "Auto-Send."
Technicians - App
Automatic email settings cannot be configured in the mobile app.
How to Add or Edit Follow-Up Emails
Office Staff - Web Dashboard
Navigate to the "Email Center" --> "Automatic Emails".
Click the "Open Quotes" tab.
Click "Add Reminder" to add a new follow-up email, or click the "pencil icon" next to an existing row to edit it.
Set who to send to - the customer's billing contact, primary contact, or an internal email address.
Set the number of days after quote creation to send the email.
Set the time of day to send.
Customize the email subject and content as needed.
Click "Save."
🔗 For full setup details and advanced options see Send Automatic Emails.
Technicians - App
Automatic email settings cannot be configured in the mobile app.
How to turn Automatic Follow-Up Emails on or off for a Specific Customer
Office Staff - Web Dashboard
Hover over the customer name at the top of the customer profile and click the "envelope icon" that appears.
Technicians - App
Automatic email settings cannot be configured in the mobile app.