Your Team Follows Up.
Automatically.
Quote and invoice reminders go out on your schedule via SMS and email—without anyone on your team lifting a finger. They stop the moment a client pays or approves.
Quote #QT-0211
Brian Torres
Quote sent
Day 0SMS + Email delivered
First reminder
Day 2SMS + Email delivered
Second reminder
Day 5SMS + Email delivered
Expiration warning
Day 7Cancelled — quote approved
Client approved the quote — no further reminders needed
Follow-ups That Go Out Without You
Set your reminder schedule once. Every quote and invoice gets followed up via SMS and email on your exact timeline—without anyone on your team remembering to do it.
- Configurable timing: first, second, and expiration reminders
- SMS and email sent simultaneously on each reminder
- Separate sequences for quotes and invoices
- Timezone-aware—reminders fire at the right local time
- Rate limiting prevents multiple texts to same number
- Full audit log: sent, skipped, failed, or cancelled
Reminders Stop the Moment They're Not Needed
The system knows when to stop. Client paid? Reminders off. Quote approved? Sequence cancelled. You never have to manually disable anything—and clients never get a follow-up after they've already acted.
- Automatic stop when quote is approved or declined
- Automatic stop when invoice is paid in full or partially paid
- Per-client toggle—disable reminders for specific people
- Override without changing your global reminder settings
- No double-sends—10-minute rate limit per phone number
- Every cancellation logged with reason and timestamp
Angela Rivera
#QT-0188Quote Reminder
Tom Greer
#INV-0305Invoice Reminder
Priya Mehta
#INV-0312Invoice Reminder
Sandra Mills
Reminders disabled for this client
Built for Businesses That Can't Miss a Follow-up
Every detail of the automation engine is designed to protect your revenue—and your client relationships.
Dual-Channel
Every reminder sends via SMS and email simultaneously. Clients are reached wherever they check first.
Timezone-Aware
Reminders fire at the right local time for your client—not 3am because you're in a different timezone.
Smart Cancel
Sequences stop the instant a quote is approved or invoice is paid. No awkward follow-ups after they've already acted.
Full Audit Trail
Every reminder logged—sent, skipped, failed, or cancelled. See the exact history for any quote or invoice.
"I used to forget to follow up on quotes and lose jobs I'd already done the work for. Now reminders go out automatically and I'm closing 30% more of the quotes I send."
Jennifer Walsh
Owner-Operator
See It In Action
Get a personalized demo tailored to your workflow. See how Mold Inspector can transform your business.
- 30-minute personalized walkthrough
- See pricing for your team size
- No obligations or pressure