Follow-up reminders: never lose track of a callback

What are follow-up reminders?

A follow-up reminder is a note to you, not your client: ring Mia back on Thursday. In Sammy you set one when you log what happened, right on the quote, invoice, project or client it was about, so the reminder and the reason for it live in the same place.

It’s different from automatic proposal follow-ups, where Sammy emails your client for you on day 2, 5 and 10 after you send a quote. Those chase the client by email. Follow-up reminders tell you when it’s time to pick up the phone yourself.

How it works

1. Open the quote and tap Actions, then Log activity. Or go to its Activity tab, next to Messages. It works the same on invoices, projects and clients.
2. Pick how the call went. Call is picked already. Choose Spoke to them, No answer or Left a message.
3. Add a note if you like. Something like “Wants to start after Easter”.
4. Set Remind me to follow up on. Tomorrow, In 3 days, Next week, or Pick a date for any other day.
5. Tap Save. It goes to the top of the timeline straight away, like “Call · No answer”, and the quote shows Follow up Thu 12 Nov at the top.
6. Sammy reminds you that morning. On any day you have follow-ups due, he emails you the list at 7 am.

Your 7 am list

The morning email lists the follow-ups due today, then any you’ve missed. Each one shows the client, their phone number (tap it to call), the quote or invoice, and what you last logged. Tap a name to open it in Sammy.

• You only get the follow-ups you set yourself, and if nothing is due there’s no email.
• Log the next call and it comes off the list. Give it a new date to follow up again, or no date and the follow-up is done.
• Turn the email off under Settings, Notifications, Follow-ups.

If Sammy has built you a dashboard with a follow-up list, everything due today or overdue shows there too.

One timeline for every client

Log a call, email, text, site visit, meeting or note. It sits on a timeline, newest first, next to what Sammy recorded on his own:

• a quote sent, opened, accepted or declined, or changes asked for
• a follow-up or payment reminder sent
• an invoice raised, sent or paid, a job won, a contract signed
• messages to and from the client

A client’s timeline includes everything on their quotes, invoices and projects, so you can see the whole history before you ring. Turn on Logged only to see just what people logged.

Or just tell Sammy

• “I rang Mia Costa, no answer, try Thursday” logs the call on her quote with a follow-up for Thursday.
• “Who do I need to call today?” lists your follow-ups due today and any you’ve missed, with phone numbers.
• “Set a follow-up for next Monday on every quote I sent more than a month ago” sets them all at once.

Before he changes follow-ups on more than one record, Sammy shows you what he’s about to do, with the clients’ names. Nothing changes until you tap Approve, nothing is sent to your clients, and Undo puts every follow-up back how it was.

Questions tradies ask

How is this different from automatic follow-ups?

Automatic proposal follow-ups are emails Sammy sends your client after you send a quote, and they stop when the client responds. Follow-up reminders are for you: a date to ring them, and a 7 am email on the day.

What if I’m on a team?

Follow-up dates are shared. When a teammate logs a call on a quote, everyone sees its new date. You can change or delete what you logged yourself, but not what a teammate logged.

Which follow-up date counts?

Always the one on the last thing you logged for that record. Log the next call with a new date to follow up again, or with no date and the follow-up is done.

Does it work on invoices too?

Yes. Quotes, invoices, projects and clients all have an Activity timeline, so you can log the call about a late payment the same way. For the emails that chase unpaid invoices for you, see payment reminders.

Step-by-step guides

• Logging calls and follow-ups
• Automatic proposal follow-ups
• Making your own dashboard with Sammy
• Track your proposal