Estimate follow-up
Every estimate that went out and has not closed, each on the same follow-up: a text on day 2, an email on day 5, a call on day 10. The system drafts each one and a person approves it before it goes. Win the job and the follow-up stops on its own.
Open estimates
Waiting for you
drafted, not sent
Follow-ups sent
Not opened yet
Today in this sample: Tue Oct 20, 2026
Waiting for you
Drafts the system wrote. Read one, then approve it. Here it only moves to "sent (for show)".
Nothing waiting. The next drafts show up here on the day they are due.
Estimates out
Day 2 text, day 5 email, day 10 call. Mark one won and its follow-up stops.