Automated follow-up sequences

Build email and SMS follow-up sequences triggered by quote events (sent, opened, not signed after 48 hours). Templates are pre-built for common scenarios — first follow-up, second reminder, and final check-in — with full customisation available.

Signed · RevCore Pro engineering

Back to ledger

Filed under CRM · Automation · Email · Release January 2026

01/What changed

The spec sheet — a row at a time.

Triggers: Quote sent · Opened · Not signed in 48 h
Channels: Email · SMS
Templates: First / Second / Final + blank
Personalization: Homeowner name · Job · Quote total

03/Browse the ledger

One step back, one step forward. Or jump to the full release log.

Older release

v3.5 · JAN 8 · 2026

Photo documentation — batch upload and labeling

Next release

v3.6 · FEB 5 · 2026

Two-factor authentication — expanded methods

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Automated follow-up sequences

The spec sheet — a row at a time.

One step back, one step forward. Or jump to the full release log.

Photo documentation — batch upload and labeling

Two-factor authentication — expanded methods

Close more jobs.Get paid same day.

Automated follow-up sequences

The spec sheet — a row at a time.

One step back, one step forward. Or jump to the full release log.

Photo documentation — batch upload and labeling

Two-factor authentication — expanded methods

Close more jobs.Get paid same day.

Close more jobs.
Get paid same day.

Close more jobs.
Get paid same day.