Follow up on open quotes and re-engage

A sent quote that nobody chases is a quote that quietly expires. Obsidian Jet keeps a follow-up task list against your open quotes — some tasks you create yourself, some the system creates for you — so a quote never goes cold just because nobody remembered to check on it.

1. Some follow-ups are created for you

Sending a quote, or a quote nearing its expiry, creates a follow-up task automatically — you do not have to remember to schedule the check-in yourself.

1. When a quote is sent, a follow-up task is auto-created against it.
2. As a sent quote nears its validity window's end, a second, separate follow-up is auto-created nudging you to re-confirm or re-send it before it expires.
3. Both auto-created tasks carry a small AUTO badge so you can tell a system nudge from one you scheduled yourself.

2. A customer reply can also raise a task

If a customer responds from their quote link — asking a question instead of accepting, asking for an alternative, or sending a counter-offer — that lands as a follow-up task too, tagged distinctly so it reads as needing a reply, not just a routine check-in.

1. A question or an alternative-option request from the public accept page creates a task badged CUSTOMER · QUESTION or CUSTOMER · ALTERNATIVE.
2. A live counter-offer or discount request from the quote link creates a task badged CUSTOMER · COUNTER-OFFER.

3. Work the list before a quote goes stale

1. Open Follow-ups. Tasks are grouped OVERDUE, DUE SOON (within 24 hours), and UPCOMING.
2. Each task shows the quote it came from as a link, not a bare id — click it to open the originating quote directly (a counter-offer task opens straight to the quote's negotiation section).
3. From there you can mark it done once you've followed up, or snooze it forward by a day, three days, or a week if it isn't time yet.
4. You can also schedule your own follow-up against any of your saved quotes, rather than waiting for an auto-created one.