Quote expiry across 4 systems before a text

• Check the expiry number first.
• You can enter any number greater than 0 for the expiry field.
• The Default expiration date setting is turned off by default.
• Read that product's status word or expiry date before you send.

The core rule for the expiry field is that you can enter any number greater than 0, according to Housecall Pro. This number defines how long the estimate remains valid. See Enter 3 fields on each equipment estimate line item. Use the Expire after field and dropdown to enter the number of days, weeks, or months until the estimate expires, according to Housecall Pro. The unit you choose—days, weeks, or months—changes the length of the validity period.

Check the status word on the quote before sending your follow-up text. If the quote is marked expired, do not send the text. Write the expiry date and status word on a card before you type the message. This check applies to the specific quote you are reviewing today.

The "Expire after" field requires a number greater than 0, with the unit set to days, weeks, or months. This rule applies specifically to the Housecall Pro system. If the number is 0, the field does not meet the requirement. The unit selection changes the duration, but the value must remain above zero.

By default, the Default expiration date setting is turned off, according to Housecall Pro. When you set the default expiration date for your estimates, it'll be automatically applied to all the future estimates you create in the system, according to Housecall Pro. This automatic application means you do not need to enter the expiry for each new estimate individually once the default is active. The setting applies to future estimates created after the default is configured.

Check the current default setting before creating new quotes. If it is off, you must enter the expiry manually for each estimate. If it is on, the system applies the saved value automatically. Verify the number is above 0 and the unit matches your follow-up timeline. A value of 0 does not satisfy the field rule. The system uses this number to determine when the quote expires.

Do not assume the default is active. The source states it is turned off by default. Confirm the setting in your account. If you rely on the automatic application, ensure the default is set correctly. The unit can be days, weeks, or months. Choose the unit that fits your business cycle. The number must be greater than 0. This is a field rule, not a legal deadline. It controls the system's behavior for that specific quote.

Set the expiry number to 15 and the unit to days. The quote stays valid through the end of day 15. Send a follow-up text on day 15 if the other checks for that quote still pass. Once day 15 ends, the quote is past its expiry, so do not send the text. The number 0 would not pass the expiry field, so 15 is the number in this example.

The status word on the quote tells you whether the customer can still act on it. Before you send a follow-up text, read the specific status label your system displays. See Work order statuses: 6 words to check at dispatch. Different software uses different words to mark a quote as sent, accepted, or expired. Knowing these words prevents you from texting a customer about a quote that is no longer valid. See Six stop words to check before a customer text.

Stripe documentation According to Stripe, quotes are initially created as a draft. Once finalized, the status changes to open. The documentation defines open as: "The quote is finalized and awaiting action from the customer." If the quote expires or is canceled, the status becomes canceled. The page states: "The quote expired or was canceled." You must check for the open status before assuming the customer can still accept the terms.

Zoho Books The Zoho Books help page describes the expiry date as a specific field. It states: "Expiry Date: Select the date until which the quote is valid." This date marks the boundary of validity. If today's date is past this expiry date, the quote is no longer valid for acceptance. The help page does not list a separate "expired" status word, but the expiry date defines the limit of validity.

Dynamics 365 Sales According to Microsoft, you initially create a draft. You then need to activate it when it is ready to go to a customer. If the customer does not accept the quote, you close it. The page states: "Otherwise, you close the quote as revised, canceled, or lost." The words activate, close, and accept describe the lifecycle. The page quoted here does not give an expiry field. It focuses on the manual actions of activating and closing the quote.

Status word comparison * Draft: The starting state in Stripe and Dynamics 365 Sales. The quote is not yet sent to the customer. * Open: A Stripe status meaning the quote is finalized and awaiting customer action. * Activated: A Dynamics 365 Sales action taken when the quote is ready for the customer. * Canceled: A Stripe status indicating the quote expired or was canceled. * Closed: A Dynamics 365 Sales action taken when the quote is revised, canceled, or lost.

Action step Open the quote you mean to follow up on today. Write its status word on a card. If the status is open, activated, or valid, you may proceed to the next step. If the status is canceled, closed, or expired, stop and do not send the text.

Documentation pages often use specific dates and identifiers to illustrate how a system calculates timelines or tracks revisions. These examples serve as structural guides rather than actual customer data. When reviewing a quote before sending a follow-up text, it is essential to distinguish between these illustrative samples and the live status of your own estimates.

Housecall Pro date examples

The Housecall Pro help center provides a specific scenario to explain how default expiration periods apply to new estimates. According to Housecall Pro, if you create your estimate on March 1st, and your default expiration date period is set to "2 weeks", your estimate will expire on March 15th. This example illustrates the arithmetic applied when a specific duration is configured in the system.

The same documentation clarifies the precise moment an expiration takes effect. According to Housecall Pro, if the expiration date on your estimate is set to March 15th, it will expire the moment March 15th ends (after midnight). This timing detail is critical for team leads checking the expiry date before texting a customer.

Stripe quote number examples

Stripe documentation uses specific alphanumeric strings to demonstrate how quote numbers change when a quote is revised. According to Stripe, QT-68BB114-0001-1 is the first quote for a customer, and the quote is on the first revision. This identifier serves as a sample to show the format of the initial quote number.

When a quote is updated, the number changes to reflect the new version. According to Stripe, quote number QT-68BB114-0001-2 is the same quote, but on the second revision. These sample numbers help users understand how to track which version of a quote is currently active. When checking a quote before texting, verify that the quote number matches the revision you intend to discuss.

Applying these examples to your check

These samples are not real customer data, but they define the logic you must apply to your own quotes. Before sending a follow-up text, open the quote and check its specific expiry date and status word. Use the logic from these examples to check each product on its own: Housecall Pro is a date and unit check and the cited page lists no status word, Zoho has only an expiry date and no expired status word, Stripe uses open only while the quote is finalized and awaiting the customer and uses canceled when the quote expired or was canceled, and Dynamics 365 Sales is activate or close.

Write the expiry date and status word on a card for the quote you mean to follow up on today. This ensures your message aligns with the current state of the quote in the system.

The tables below list the specific expiry rules and status definitions for the four publishers whose documentation is cited. Each row names the publisher and the exact rule or status word found on that publisher's page.

The Housecall Pro documentation states that you can enter any number greater than 0 in the expiry field, according to Housecall Pro. The Housecall Pro page does not list specific status words for the quote's state in the cited section.

The Stripe documentation defines the status word "canceled" as the state where the quote expired or was canceled, according to Stripe. The Stripe page does not define a specific expiry field rule in the cited section.

The Zoho documentation defines the Expiry Date field as the date until which the quote is valid, according to Zoho. The Zoho page does not list specific status words for the quote's state in the cited section.

The Microsoft documentation describes the lifecycle words: initially you create a draft, then you need to activate it when it's ready to go to a customer, and when the customer accepts the quote, you create an order, according to Microsoft. The Microsoft page does not give an expiry field in the cited section.

Check the status word on your current quote against the table above before sending a follow-up text.

The goal is to record the quote identifier, the expiry date, the status word, and your decision on whether the follow-up can still go out. You do not need to invent a customer name or a sample quote number here; write the note for the specific job you are handling today.

According to Housecall Pro, you can enter any number greater than 0 in the expiry field. Write the specific calendar date that the expiry represents. If your system uses a duration like "2 weeks" instead of a fixed date, convert that duration to the actual calendar date before you write it down. The number itself is just the input; the resulting date is what you check against today's date.

According to Zoho, the Expiry Date is the date until which the quote is valid. If the date you wrote is today or a future date, the quote is still within its valid window according to that definition. If the date is in the past, the quote is no longer valid under that definition.

Open the quote you mean to follow up on today, write its expiry date and status word on a card, and send the text if that expiry day has not ended.

What number can you enter for an expiry?

You can enter any number greater than 0, according to Housecall Pro. The unit for this number can be days, weeks, or months.

When does a March 15 expiry end?

If the expiration date on your estimate is set to March 15th, it will expire the moment March 15th ends (after midnight), according to Housecall Pro.

What does an open quote mean?

The quote is finalized and awaiting action from the customer, according to Stripe.

What does a canceled quote mean on the Stripe page?

The quote expired or was canceled, according to Stripe.

Does the Dynamics 365 Sales page quoted here name an expiry field?

No. The cited Dynamics 365 Sales page does not name an expiry field. You first create a draft, and then you need to activate it when it's ready to go to a customer, according to Microsoft.