What are Future Reminders?
Future Reminders let you maximize the value of future business by setting up automated Job Reminders for each different Job Type to ensure both your custome...
Mon, 17 Apr, 2023 at 2:19 PM
How many Future Reminders can I have for each job type?
You can have as many Future Reminders for each job type as you wish.
Fri, 15 Jul, 2022 at 9:43 AM
How do I set up Future Reminders?
Future Reminders can be sent as Emails, SMS, Letters or internal Tasks can be created. You can customize the content of the Reminders using placeholders to ...
Fri, 5 Apr, 2024 at 10:31 AM
How do I delete a Future Reminder in a Job Type Template?
To delete a Future Reminder, in your Web Portal, CRM > Jobs > Job Type > (Either Create a new Job Type or Edit an existing Job Type) select the Fut...
Tue, 11 Apr, 2023 at 3:08 PM
Do I have to add Line Items to a Job Type?
No, you do not need to add line items to a Job Type, however, by adding the line items it will allow you to generate an invoice when you create a job quickl...
Fri, 15 Jul, 2022 at 10:15 AM
How do I disable automatic settings on a Job Type?
To disable certain automatic settings on a Job Type such as a letter form from sending when the job is created for example, go into the Web Portal > J...
Thu, 6 Jul, 2023 at 3:11 PM