Scenarios

Suggested Template | Booking Reminder Email Template - Job created
A booking reminder for when a Job is created can be sent to your client to confirm the details of the job. This is created as a Job Status Update in Job Typ...
Tue, 14 May, 2024 at 1:38 PM
Suggested Booking Reminder Email Template | Before Due Date
A booking reminder can be sent to your client to confirm the job details and remind them a job is booked. This can be done by creating a Future Reminder in ...
Fri, 26 May, 2023 at 12:03 PM
Suggested Follow up Email Template | After Job is Completed
A Follow Up email can be sent to your client when the job has been completed to let them know this and to thank them for choosing your business. This is cre...
Fri, 26 May, 2023 at 12:05 PM
Booking Reminder SMS Template | Before Due Date
A booking reminder can be sent to your client as an SMS to confirm the job details and remind them a job is booked. This can be done by creating a Future Re...
Fri, 26 May, 2023 at 12:06 PM
Suggested Follow Up Task Template | After Job Completed
A Task can be created as a Job Status Update for when the job has been completed to let you know that a follow up is needed. The task can contain all of the...
Fri, 19 Apr, 2024 at 1:40 PM
Suggested Email Template | Invoice Reminder - Overdue Invoice
Invoice Reminders can be created to send an email reminder to your client to let them know their invoice is overdue. Click here to create your Invoice E...
Wed, 3 Jul, 2024 at 12:17 PM
Suggested Template | Invoice Task Reminder
After having automated reminders set for various days after invoice is due, you may wish to contact your customer directly, you can create an Invoice Remind...
Tue, 14 May, 2024 at 1:27 PM
Suggested Email Template | Quote Reminder- Overdue Quote
A Quote Reminder can be created to remind the client of the quote and to prompt them to respond with the outcome of the quote. Click here to create your...
Fri, 26 May, 2023 at 12:22 PM
Suggested Templates | Email, SMS & Task Communication
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...
Tue, 14 May, 2024 at 1:22 PM
How do I create reminders independent of the automated Job Type reminders?
Reminders can be set up manually for jobs that you may have completed in another system. As our Job Type communication is triggered around the status and st...
Wed, 2 Oct, 2024 at 9:57 AM