The Automated Emails & Text Messaging section sends an email and/or text message notification to your customers automatically when the toggle is switched ON. This function works for the following options: 

  • Service Scheduled 
  • Rescheduled Service 
  • 1 Day Prior to Scheduled Date
  • Pre-Service Reminder 
  • Service Completion 
  • Program Assigned 
  • Estimate Accepted 
  • Purchase Order Accepted


Note: Automated emails (the notifications above, plus invoices, statements and account emails) do not include an "Unsubscribe" link. The "Unsubscribe" link appears only on marketing emails sent with Send Mass Email. A customer who clicks it is asked to confirm, and then that one email address stops receiving marketing emails from your company. They keep receiving service, billing and account emails.


To stop a customer's automated service notifications (pre-service and post-service emails), turn off the Subscribe switch next to their email on the Billing Profile tab. Invoices are still sent by email. Customers with Subscribe turned off also don't receive mass marketing emails. Unsubscribe links in emails sent before this change no longer change anyone's settings.


Customize Your Automations

You may customize the language in each email or text message by editing the wording in each box. The text inside the brackets cannot be changed. See examples below. 



Important: DO NOT delete or change the merge fields (These are the words and phrases within brackets)  

If you want to add the bracketed information to your outgoing emails, you can copy and paste the fields below anywhere into the box:

  • Customer Name: {CUSTOMER_NAME}

  • Service Name: {SERVICE_NAME} 

  • Program Name: {PROGRAM_NAME} 

  • Schedule Date & Time for Job: {SCHEDULE_DATE}

  • Property Address: {PROPERTY_ADDRESS}

  • Technician Message: {TECHNICIAN_MESSAGE}

  • Property Conditions: {PROPERTY_CONDITIONS}

  • Additional Information: {ADDITIONAL_INFO}

  • Property Name: {PROPERTY_NAME} 

  • Service Notes: {SERVICE_NOTES} 

  • Service Description: {SERVICE_DESCRIPTION} 


The {SERVICE_NAME} and {mm/dd/yyyy} merge fields can be used in the Service Scheduled text notification to show the service name and the current date. Text messages have a limit of 160 characters. If the text goes over the limit it will be truncated. 


Here's a quick tutorial on customizing your automated emails: 

 




Note Your technician has the ability to send a custom message to the customer regarding their job at the time of completion.


TIP You can add a link to your Customer Portal in any or all of your automated emails/texts.


For more information, see: Pre-Service Notifications & Automated Text Message Notifications & Reminders