> ## Documentation Index
> Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Quote Follow Up Automation
> Learn about quote Follow Up Automation in ServiceM8.
## Quote Follow Up Automation
Following up quotes you've sent is vital. A simple follow-up can be the difference between winning or losing the job. Sometimes clients just need a reminder, or a prompt to ask some questions that caused them to hesitate, before going ahead with the work.
With the Automation Add-on, you can set ServiceM8 to automatically email or text clients about a quote you've recently provided. This helps systematically win you more work, while saving you the time of doing this manually.
You can customise your follow-up messages, and send them via email, SMS, or both.
To get started, ensure the Automation Add-on is activated in **Settings > ServiceM8 Add-ons**:
To activate the Quote Follow Up automation, go to **Settings > Automation**, and next to Quote Follow Up, click **Edit**:
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](/images/007-882-313-8691fc7e-645c-4dfc-ad85-335858cd91e1.png)
Decide how many times you want to follow up clients after providing a quote:
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](/images/007-882-315-50aaacd1-d3ef-4180-92fa-bd9d9aeb2c68.png)
Set whether you want to **email and/or SMS** the client in each instance, and set when you want the follow up to send e.g. send SMS follow up 3 hours after quote sent, and Email follow up 3 days after quote sent:
***TIP:** with a maximum of 5 follow ups, you can build a great sequence to ensure you stay top of mind with the client e.g. you could schedule a brief text a few hours after sending your quote, then an email a few days later, then further follow ups at 7 and 14 days, ending with a final follow up reminding the client your quote and prices validity will expire soon.*
Select whether you want to **automatically update the status of jobs with unaccepted quotes to Unsuccessful**, and the timeframe for doing so. Making use of this feature is a great way to keep your quotes organised:
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](/images/007-882-319-6f383377-9267-4007-8322-cfa64f6aefb2.png)
**Note that:**
* Quotes with outstanding replies from the customer wont be changed to Unsuccessful
* If a customer replies after the jobs been changed to Unsuccessful, it will automatically change back to a Quote status.
* A jobs status will not be automatically changed if its in a Queue, or its status has already been changed.
Set your templates for each follow up message. **Note:** you can make use of your Smart Assistant to help Generate a message, or improve the writing of a draft or existing template:
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](/images/007-882-321-79c137e5-d7ef-4da3-880f-d24fe99cc803.png)
Once activated, your email and/or text message follow ups will be scheduled according to the timing set in the automation's settings. Scheduled emails and text messages can be viewed in the job's Diary.
## Who will receive the Quote Follow Up messages?
* Your automated quote follow up messages will send to the same contact/s you sent the quote to.
* The email and/or phone number used must match those of a saved contact on the job in order to send.
## Automatic & manual cancellation of Quote Follow Up messages
**Scheduled follow up messages will be cancelled in the event of the following:**
* The customer replies, and you don't a) Respond; or b) Dismiss the reply. Responding to the customer or dismissing their reply will resume the automation.
* The customer accepts the quote online (which will change the jobs status to Work Order);
* The jobs status is manually changed to Work Order, Completed or Unsuccessful; or
* A team member manually cancels the automation by clicking the dropdown next to the automation in the jobs Diary online.
* You resend the quote to someone who is not a saved contact on the job.
**NOTE: The Automation add-on is available on all ServiceM8 plans. Each SMS (text) sent will consume a text credit under your plan.**