Follow Up

The Follow Up section displays clients and projects that fall within the parameters set in Programmed Messages.

Updated February 19, 2026

Programmed Messages using the Manual communication type automatically generate follow-ups for:

  • Call

  • Email

  • Estimate Follow-Up

These appear in the Follow Up sub-module, which you can access under the Clients module.

Follow Up Filters

At the top of the Follow Up page, you’ll find four filters:

  • Estimator – Filters follow-ups based on the estimator assigned to the lead, estimate, workorder, or invoice. 

  • Follow Up Type – Filters by the programmed message type, such as Call, Email, or Estimate Follow-Up, showing how the client is meant to be contacted.

  • Follow Up Status – Filter by New, Completed, Postponed, or Cancelled to prioritize active tasks, review finished follow-ups, or clean up inactive ones.

  • Module – Isolate follow-ups coming from Leads, Estimates, Workorders, Invoices, Client Tasks, or Schedule to manage each stage of the client journey more efficiently. 

By default, the system displays all clients that require follow-up. You can narrow the results by applying any of these filters.

How Follow Up Results Are Generated

The follow-up list is directly based on how each Programmed Message was configured. The columns reflect the programmed message settings and related project data:

Column Breakdown:

  • Client – The client associated with the project. Clicking any client’s name redirects you to the client’s profile.

  • Phone – Client’s contact number

  • Estimator – The estimator assigned to the estimate

  • Profile – The project profile ID number

    • Ends in L = Lead

    • Ends in E = Estimate

    • Ends in W = Workorder

    • Ends in I = Invoice

  • Due Date – The scheduled follow-up date, automatically calculated based on the programmed message periodicity

  • Item Status – The current project status tied to the follow-up

  • Date Type – The date reference used by the programmed message

  • Period – The periodicity set in the programmed message

  • Text – The info ⓘ icon displays the template content entered when creating the programmed message

Follow Up Actions

Each follow-up item includes the following management fields:

  • Status – Can be updated from New to:

    • Completed

    • Postponed

    • Cancelled
      (A note is required when changing the status)

  • Notes – Add any follow-up comments or updates

  • User – Automatically fills in the name of the user who added the notes

When changing Programmed Message configurations while previous follow-ups exist, the previous follow-ups will be altered to Canceled status with the following note: "Canceled due to changes in the Programmed Message".
New follow-ups can be created in the Programmed Messages module.