Table of Contents
What are notifications?
Customize and automate notifications to keep your clients in the loop at key points before, during, and after the work.
Notifications are messages (they can be emails or text messages) that are used to remind and follow-up with your clients about quotes, appointments & assessments, jobs, and invoices.
These features are available on select plans.
Types of Notifications
Notifications fall into three categories:
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.
Doing the Work
Assessment & visit reminders (available via text and email) - remind your client that you will be visiting their property.
Getting Paid
Invoice follow-ups - send an automated reminder to your client about their overdue 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!
Notification Settings
For each notification, there will be a toggle switch where you can turn this feature on or off. There is also an Edit button that will allow you to customize the template for this reminder as well as the frequency that the reminder will be sent at. For appointment and assessment reminders, you will also have an option of choosing text or email for the delivery method.
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.