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
Set your rules once and FieldLedgr handles the rest. Follow-ups send automatically based on triggers you define.
Reach customers on the channel they prefer. Send follow-ups via email, text message, or both.
Trigger on estimate sent, estimate unseen, invoice overdue, job completed, and more.
Sequences automatically stop when the customer views, accepts, pays, or replies. No annoying over-messaging.
Choose when follow-ups should fire (e.g., 2 days after estimate sent).
Use templates with dynamic fields like customer name and links.
Messages send automatically. Sequences stop when the customer takes action.
Setup time
Trades supported
To get started
Mobile-first
Auto follow-ups available on Solo plan and above.
No credit card required. Upgrade or cancel anytime.