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See which estimates are waiting on the customer

1 min read

Ask the AI Assistant which estimates are still waiting on the customer. You'll get only estimates you've actually sent, so you can follow up with the right customers.

Steps

  1. Open the AI Assistant.
  2. Ask "Which estimates are waiting on the customer?"
  3. Review the list and choose any follow-ups you want to send.

Result / verify

Each estimate in the list shows the date it was sent or viewed. Drafts you edited but never sent don't appear, and you don't get follow-up reminders for them.