Automated follow-ups

Never lose a deal to slow follow-up.

Set up automated email and SMS sequences that follow up on unseen estimates, overdue invoices, and completed jobs. Let FieldLedgr do the chasing for you.

No credit card required · Set up in under 5 minutes

Benefits

Why Follow-ups with FieldLedgr?

Fully automated

Set your rules once and FieldLedgr handles the rest. Follow-ups send automatically based on triggers you define.

Email & SMS

Reach customers on the channel they prefer. Send follow-ups via email, text message, or both.

Smart triggers

Trigger on estimate sent, estimate unseen, invoice overdue, job completed, and more.

Intelligent stop conditions

Sequences automatically stop when the customer views, accepts, pays, or replies. No annoying over-messaging.

How It Works

Quote to cash in four steps

1

Set your triggers

Choose when follow-ups should fire (e.g., 2 days after estimate sent).

2

Write your messages

Use templates with dynamic fields like customer name and links.

3

FieldLedgr does the rest

Messages send automatically. Sequences stop when the customer takes action.

5 min

Setup time

12

Trades supported

$0

To get started

100%

Mobile-first

Let FieldLedgr chase your payments for you.

Auto follow-ups available on Solo plan and above.

No credit card required. Upgrade or cancel anytime.