The moment a customer opens the estimate link, Run a Call notifies you. That's your cue to follow up.
How notifications work
The estimate page is wrapped in a tracking pixel that fires on first load. When it fires:
| Channel | When it fires |
|---|---|
| Real-time desktop notification | If you have the Run a Call dashboard open. |
| Mobile push | If you have the app installed. |
| Email digest | Once a day, a list of estimates viewed but not yet approved. |
You can pick which channels under Settings → Notifications.
What "viewed" means
A view is recorded once per estimate, per device. Re-opening the same estimate on the same phone doesn't fire again — that would be noise.
If the customer opens it on two different devices (e.g. phone then desktop), you'll see a second view event with the new device.
The timeline
Open an estimate → Activity tab:
- Sent — 10:14 AM
- Viewed (iPhone, Cleveland OH) — 10:17 AM
- Viewed (MacBook, Cleveland OH) — 11:42 AM
Location is approximate (city-level), derived from IP.
Using the signal
A view-but-no-action within an hour is the highest-intent moment in your funnel. Common follow-ups:
- Text "Saw you opened the estimate — any questions I can answer?"
- Call the customer back directly.
Privacy
Customers see no indication that you're tracking opens. There's no read receipt shown on their end. The IP-derived city is used only by you — never logged to the customer.