Remind customers about unpaid invoices and estimates.

Yes. Turn on Estimate follow-up and Unpaid invoice reminder in Settings → Automations. The customer gets a text from your business number 3 days after an estimate with no decision or an invoice that is still unpaid, with the link to approve or pay.

Steps

1. Go to Settings → Automations.
2. Turn on the switch next to Estimate follow-up. It goes out 3 days after you send an estimate that the customer has neither approved nor declined, with a link to view and approve it.
3. Turn on the switch next to Unpaid invoice reminder. It goes out 3 days after a job is invoiced and still unpaid, with the open balance and a link to pay online.
4. To change the wording, tap Edit message. Tap Insert field to add First name, Business name, Balance due or Link, then tap Save message.

Good to know

Each estimate and each invoice is reminded once. The balance in the text is what is still owed when it sends, so a partial payment is already taken off. If the customer pays or approves before the third day, nothing is sent.

For the invoice reminder, the 3 days count from when the technician marked the job complete in the Tech app, and the job has to be invoiced. Each reminder only looks back about a week, so anything older than that when you turn the switch on is left alone.

Reminders go to the phone number on the customer's record, between 8 AM and 9 PM, and stop for anyone who replies STOP. The follow-up only covers estimates you have sent from JobField, so a draft is never reminded.