Follow-up reminders

The chase engine is the heart of Quote Nudge QB. Here's exactly when it sends, what it sends, and how to make it sound like you.

When reminders send

Every hour, the engine looks at each estimate that is still Pending in QuickBooks and checks it against your rules. A rule fires when its day offset is reached:

• After sending — e.g. "3 days after the estimate date". Counted from the estimate's transaction date in QuickBooks.
• Before expiry — e.g. "1 day before the expiration date". Only fires if the estimate has an expiration date set in QuickBooks.

Chasing stops automatically — and instantly — when any of these happen:

• The estimate is accepted (via your accept page or inside QuickBooks)
• It's rejected, closed or converted to an invoice in QuickBooks
• Your customer has already signed on the accept page — we'll never email someone who has said yes, even mid-sync

No double-sends, guaranteed

Each rule fires exactly once per estimate — this is enforced at the database level, not just in code. Re-syncs, retries and overlapping runs can never send your customer the same reminder twice.

Writing your templates

Each rule has a subject and a body. Drop these variables in anywhere and they're filled per estimate:

Every email automatically carries your logo, brand colour and a View & accept button — set those in Settings → Branding.

Who gets the email

We use the email on the estimate itself (set when you emailed it from QuickBooks). If the estimate has no email, we fall back to the customer's primary email address from QuickBooks. If neither exists, the estimate is skipped — add an email to the customer record in QuickBooks and it'll be picked up on the next sync, with no reminders lost.