The 30-day chase stops on its own when a customer accepts or declines. But sometimes you know the answer before the system does — the customer told your tech at the door, or called the office, or you simply decided to let this one go.

When that happens, don't let the follow-up keep running. Mark the estimate's decision, and the sequence halts.

How to stop it

  1. Open the job (or the customer's estimate).
  2. Mark the decision — accepted or declined/lost.
  3. That's it. All remaining texts, emails, and call reminders on that estimate stop.

Screenshot placeholdermarking an estimate's decision CONFIRM: exact click path for office staff to mark an estimate declined

When to do this

  • The customer said no — by phone, in person, anywhere outside the estimate itself. Mark it declined so they don't keep hearing from you.
  • The customer said yes verbally — mark it accepted so follow-up stops and scheduling starts. (If they accept through the estimate itself, this happens automatically.)
  • You're passing on the job — out of your area, not your kind of work, red-flag customer. Mark it lost and the system lets go.

Why it matters

Follow-up is only charming while the answer is still open. A customer who already told your tech "we went with someone else" should never get a day-14 text. Thirty seconds of marking the decision keeps your shop's messages sharp and your name good.

  • A customer who wants no texts at all is a different situation — that's an opt-out.
  • Not sure whether a sequence is still running for someone? Ask support — we can check in a minute.