The ability to automatically follow up clients about their quote or invoice is great for helping you save time, win work, and get paid.
With ServiceM8 12, the Quote and Payment Follow Ups in the Automation Add-on see some major upgrades.
Email and/or SMS
Now, you can set whether you want to send an Email, an SMS, or both, for every follow up and a more tailored flow.
5x Follow Ups
It’s now possible to set up to five follow-ups, so you can build a more personal & progressive sequence of messages.
Address Recipients, Every Time
A new {recipient} merge field ensures messages always insert the name of the person it’s sent to, for more professional & effective communication.
Improved Predictability
Sending rules have been simplified. Now, automatic quote & payment follow ups will simply send to the same contacts you sent the quote or invoice.
Multiple Recipients
Now, if you send a quote or invoice to more than one contact on the job, all of them will receive your automatic quote & payment follow ups.
Payment Reminder
With the Payment Follow Up, it’s now possible to send reminders before the invoice’s due date, to promote earlier payment and cash flow.
Learn More
How to Upgrade to ServiceM8 12
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