PlanIt EPOS · Settings & Account

Turn quote follow-up reminders on or off

What does this do?

When a quote is emailed or shared, the till adds a follow-up task on the main screen a set number of days later so nobody forgets to ring the customer. Nothing is ever emailed to the customer; the reminder is for you.

How to use it

  1. From the ☰ menu choose Settings and find Quote follow-ups.
  2. Tick or untick Remind me to follow up quotes.
  3. Set the number of days after sending. The default is 3.
  4. Press Save follow-up settings.
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Related guides

Follow up quotes that have gone quiet

When you send a quote the till creates a follow-up task for a few days later, and the Quotes list turns amber once that window has passed. It stops chasing you the moment the quote is accepted, converted or voided.

Quotes

See today's follow-ups on the till

Follow-ups due today, or earlier and still open, appear as a strip across the main till screen so they are seen first thing. Tap a name to open that customer and deal with it.

CRM & Customers

Add a note or follow-up to a customer

Notes keep a dated record of what was said. Follow-ups are the same but with a due date, and they show up on the till the day they are due so nobody forgets to ring back.

CRM & Customers

Send a quote for the customer to accept online

A quote can be emailed or sent by WhatsApp with a link the customer opens and accepts online. You see when they open it, and an accepted quote is ready to turn into an invoice.

Quotes

See whether a quote was opened or accepted

The Quotes list shows where every quote is: saved, sent, opened, accepted, declined, converted to an invoice or voided. You do not need to ring the customer to find out.

Quotes

Add your bank details for customer payments

Customer payments is where you tell the till how customers can pay you. Bank transfer details print on invoices, quotes and statements and show in the customer portal, with a payment reference the customer can quote.

Settings & Account
Questions this guide answers
  • How do I get reminded to chase a quote?
  • How do I change how many days before a quote follow-up appears?
  • Does the customer get a follow-up email?

Last updated 2026-09-03 · Direct link for this feature