Chasing follow-ups and cold estimates

Follow-ups is the worklist for customer promises and work that needs another conversation. Declined or deferred services arrive from their repair orders automatically. They keep the reason, due date and the price the customer originally saw, so a later quote does not silently reprice the old decision.

Chase declined and deferred work

When a job is marked declined or deferred, the list derives its follow-up without somebody creating a second record by hand. Use its due date to work the queue, snooze it when the next conversation belongs later, or dismiss it with an optional note when there is nothing left to chase.

When the customer names a day, type it into Defer until on that service and press Defer. The box appears on a service that is already declined or deferred, it reads as a calendar day in this shop's timezone, and the day you choose becomes the follow-up's due date — ahead of the urgency word, which stays on the service untouched. Torqix will not take a day that has already gone, and clearing the box and pressing Defer again hands the timing back to whatever the list would otherwise derive.

Turning the follow-up into a quote closes the chase and creates a real quote in the quote list. It carries the originally shown work and price. This is part of the base product; it is not a campaign and it never contacts the customer automatically. A person opens the quote, reviews it and chooses whether to send it.

Choose when an unanswered estimate becomes cold

Open Shop settings > Board behavior and find Cold estimates. Enter a whole number from 1 to 365 under Move estimates to Follow-ups after, or leave it blank. Blank is Off and is the default, so a shop that never chooses a threshold keeps every estimate on its board exactly as before.

The rule uses calendar days in the shop's timezone and is strict: an estimate becomes cold only when it is more than the chosen number of days since its newest recorded activity. Exactly 14 days old remains on the board when the threshold is 14, and files after the next shop-calendar boundary if nothing else happens.

Recorded activity means the estimate being written or the ticket edited, an estimate send, a customer approval or decline, or a real message tagged to that repair order. An untagged customer conversation is not guessed onto the estimate. A portal token completion is not treated as a mere view, and the product has no persisted estimate-view event to invent one from.

What filing changes

A cold estimate leaves the Board's Estimates lane and its awaiting-approval figures, and appears under Cold estimates on Follow-ups with its days cold, threshold, last activity, customer, vehicle and value. Its repair-order status remains estimate. No row is copied, deleted or converted, and demo or test estimates stay out of a live shop's worklist and figures.

Any new recorded activity makes the derived filing disappear and returns the estimate to the board. To do that deliberately, press Bring back. Torqix advances the ticket's activity time, records who brought it back and opens the board; every service, price and customer decision remains on the same estimate.