Know the second
they open your quote.

Every sent quote has three live events:

• Viewed. First time the customer opens the portal link. Push sent to you; quote status moves from “Sent” to “Viewed”.
• Accepted. Customer taps accept. Push sent. Quote moves to “Accepted” and is now convertible to an invoice in one tap.
• Declined. Customer taps decline (optionally with a reason). Push sent so you can follow up or move on.

The quote detail screen in the app always shows the current status, a timestamp of the first view, and a full event log so you can see exactly what's happened.

Customers get an email with a link to a branded web portal. No app install, no login. They see your quote exactly as you sent it, with your logo and branding, and two clear buttons: Accept or Decline.

The portal is mobile-first, so it looks right on the kitchen tablet, the work laptop, or the phone they're on at the bus stop. It's the same URL every time, so repeat chase emails all point to the same living document.

When you know the customer has just opened the quote, your follow-up timing gets sharp. A “just checking in” call five minutes after they read it lands completely differently from one three days later when the quote's gone cold.

You also find out the quiet bit: customers who never open the quote at all. That's usually a bad email address, a spam filter, or a shopper who's already made a decision. Either way, it stops you chasing ghosts.

Combined with auto-chase, view tracking gives you a full-cycle picture: who saw it, who didn't, who's been reminded, and who's about to tip either way.

Tracking is limited to the events that matter: opens, accepts, declines. We don't track IP-level reading behaviour, heatmaps, or anything creepy. The customer gets a professional portal; you get clear acceptance signals. No pixel-tracking shenanigans.

Pushes to you go through Expo Push and have a one-day TTL, so if your phone's been off the grid for a week, you won't come back to 40 stale alerts.