Templates can be created to help automate your communication to your customers or internally within the business. These can be created as Job Status Updates and Future Reminders using Job Type Templates and Email & SMS Templates. Outstanding Quote and Invoice reminders can also be created to prompt the customer to make payment on an invoice or advise if they would like to go ahead with a quote.
More information about Job Type Templates and Email & SMS Templates can be found in our User Guide.
Below is a list of suggested templates we have created for you to use when creating these communications:
- Booking Reminder Email Template - Job Created
- Booking Reminder Email Template -Before Due Date
- Follow Up Email Template - After Job Completed
- Booking Reminder SMS Template - Before Due Date
- Follow Up Task Template - After Job Completed
- Invoice Reminder Email Template - Overdue Invoice
- Invoice Task Reminder Template
- Quote Reminder Email Template - Overdue Quote
Below are the links to create this in your Web Portal: