Customer Communication Settings
OverviewCustomer Communication settings allow you to automatically notify customers as work progresses. You can control which events trigger notifications and whether they are sent by email, text message, or both. Keeping notifications enabled ensures customers stay informed and prepared for upcoming visits. |
How to Access Customer Communication Settings
1 | Navigate to Business Settings |
2 | Select Customer Communication |
How to Configure Notifications
Under each section (Leads, Assessments, and Work Orders), choose how customers are notified for related events. You can enable notifications by email, text, or both.
1 | Locate the notification event you want to configure |
2 | Toggle Email and/or Text on or off based on your preference
|
3 | To preview a message before enabling it, click the Preview icon (👁) next to the toggle |
| ✓ | Once configured, customers will automatically receive notifications based on your selected preferences. |
Tip Enabling both email and text notifications improves communication and helps ensure customers are prepared for scheduled visits. |
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