Know The Exact Moment Your Client Views Your Estimate
Get instant email notifications when clients open your estimates. Strike while the iron is hot - call them immediately while they're reviewing your proposal for maximum conversion.
The Power of Perfect Timing
Perfect Timing
Call your client the moment they're actively reviewing your estimate. No more guessing when to follow up.
Higher Conversion
Answer questions immediately while your estimate is fresh in their mind. Convert 40% more prospects with timely engagement.
Instant Alerts
Get notified via email with client name, estimate details, and exact view time. Never miss a hot lead again.
"This feature alone increased my conversion rate by 35%"
Knowing exactly when my clients view estimates lets me call them at the perfect moment. I can answer their questions while the project is fresh in their mind and close more deals.
How Live Notifications Work
Send Your Estimate
Create and send your estimate as usual. Each estimate gets a unique, trackable link that monitors when customers view it.
- Automatic tracking enabled on every estimate
- Works with email, text, or direct sharing
- Complete privacy - clients never know they're being tracked
Estimate Sent Successfully
Kitchen Renovation - Sarah Johnson
Customer Activity
Perfect timing! Your client is actively viewing your estimate right now. This is the ideal moment to give them a call and answer any questions.
Customer Opens Estimate
The moment your customer clicks the estimate link, our system detects the view and instantly triggers the notification process.
- Instant detection - no delay
- Tracks multiple views and time spent
- Works on all devices - mobile, tablet, desktop
Get Instant Email Alert
Within seconds of your customer viewing the estimate, you receive a detailed email notification with all the information you need to follow up immediately.
- Customer name and contact details
- Estimate details and total amount
- Exact timestamp and direct link to estimate
Estimate EST-12345 viewed by Sarah Johnson
Perfect timing! Your client is actively viewing your estimate right now. This is the ideal moment to give them a call and answer any questions.
Strike While The Iron Is Hot
Customer is viewing your estimate right now
Call While They're Engaged
This is the golden moment. Your customer has your estimate open and is actively reviewing it. Call them now to answer questions and close the deal.
- Answer questions while the project is fresh in their mind
- Build confidence and trust through immediate availability
- Convert interest into commitment before they move on
Gain Customer Intelligence
Read Between The Lines
Multiple views tell a story. When customers return to your estimate repeatedly, it reveals their level of interest and helps you tailor your approach.
Customer viewed estimate 5+ times → Very interested, likely comparing options
Customer viewed estimate 2-3 times → Considering, needs more information
Customer viewed once, briefly → May need different approach or follow-up
Customer Activity Timeline
Real Results From Real Businesses
Ready to Never Miss Another Hot Lead?
Start getting instant notifications when customers view your estimates. Turn perfect timing into more closed deals.