Workflow
Quote follow-ups that stop at the right moment
Unanswered quotes are chased automatically: a reminder after a set time, then a second if there is still no answer. The chaser stops the moment the customer replies, approves, declines or opts out. Quiet hours and consent are respected. During early access, messages are simulated and not delivered.
Early access: BayAutomate is onboarding Australian workshops now. Anything marked Coming soon or Planned isn't available yet. Everything else is included on every plan.
Step by step
- A quote is sent and the clock starts.
- No response after your set delay → first reminder.
- Still nothing → final reminder, or a task for the adviser to call.
- Reply, approval or opt-out → everything stops.
- Results show which follow-ups led to approvals.
Status of what's on this page
| Capability | Status |
|---|---|
| Follow-ups, reminders and re-marketing Service reminders, quote chasing, declined-work follow-ups, win-back journeys, campaigns and attribution. Real SMS/email delivery is coming soon (see Email and SMS). | Included |
| Quotes and online approvals Quote lines with margin shown, a secure link for the customer, line-by-line approval, declined work kept for later. | Included |
| Real SMS and email sending Built with consent and opt-out handling; real delivery is switched on at launch. | Coming soon |
Checked 8 November 2026.
Questions
Will a customer get chased after saying no?
No. Declines, replies and opt-outs stop the sequence immediately.
Can I change the timing?
Yes. Delays, number of reminders and quiet hours are set per workshop.