Table of Contents
Overview
Customize and automate notifications to keep your clients in the loop at key points before, during, and after the work.
Notifications are messages (either emails or text messages) that remind and follow-up with your clients about quotes, appointments & assessments, jobs, and invoices. There are several different kinds of notifications that fall into three parts of your workflow. These are:
- Getting the work:
- Quote follow-ups (available on the Grow plan)
- Doing the work:
- Getting paid:
Notifications are available on select plans. Text message notifications are only available in Canada and the United States.
Types of Notifications
To manage notifications, click the Gear Icon > Settings > Notifications. This is where you can turn on a particular notification and edit the schedule and template for the automated messages.
Getting the Work
Quote follow-ups – win more work by sending an automatic reminder to your client when they haven't replied back to a quote. Quote follow-ups are sent via the same method as the original quote. That means if you texted your client a quote, the quote follow-up will also be sent via text message.
Doing the Work
Assessment & visit reminders – remind your client that you will be visiting their property. Assessment and visit reminders are available as both text messages and emails.
Getting Paid
Invoice follow-ups – send an automated reminder to your client about their overdue invoice. Invoice follow-ups are sent in the same method as the original invoice.
Job follow-ups – when a job has closed, follow-up with your client about the work that was done. You can even send a survey with the job follow-up! Job follow-ups can only be sent as an email.
Notification Settings
For each notification, there will be a toggle switch where you can turn this feature on or off. Click Edit to customize the template for this notification as adjust the schedule for the notification.
Turning a notification on from this page enables it for all clients who automated notifications enabled. If a particular client does not want to receive automated notifications, you can update their settings by navigating to the client and clicking Edit then updating their automated notifications preferences.
There are four options for customizing notifications, however not every notification type will have all these options.
- Status: Turn this automatic reminder schedule On or Off
- Send Via: Email or Text Message - Follow-ups need to be sent in the same method as the original message
- Schedule: Set the schedule for when the notification will send out
- At this Time (Optional): Set a specific time of day that the notification will send out. You will need to choose a time for Text Message reminders to be sent to anytime visits.
For assessment and visit reminder reminders, you will also have an option of choosing text or email for the delivery method.
Quote and invoice follow-ups are automatically sent in the same method as the original item. That means if you texted your client a quote, the quote follow-up will also be sent via text message.
