Purpose: This setting allows you to set up emails for manual or automatic sending to your work addresses before estimate events begin, this helps them know they should be on the property at a certain time. Using tagging allows for the expansion of information and allows for better creation of documentation. Using the time tools on the module, you can set specific time frames it’ll send automatically. This helps with scheduling. Estimate reminders are reminders sent to a work address a set number of times (shown below) before the engineer is set to arrive on the property. It is a great tool to ensure your customer is on the property site and ready for work when your engineers arrive.
Tagging is available for use as well, and we highly recommend using tagging throughout the modules to create communications that will help your customers and you in reduction of overhead and wasted time spent communicating back and forth. To understand how tags work, and which tags do which, please refer to this article: https://kb.commusoft.co.uk/hc/en-gb/articles/4406171191185
Text Formatting: This module allows you to format your text, including sizing of fonts, types of fonts, indentations, alignments, bullets, and numbering.
- When using SMS, make sure to keep your SMS (and tagged information) below 160 characters. When going over 160 characters, 2 SMS’ will be used and will result in additional use of SMS credit.
- Go to system settings > Estimate address reminder.
- You may set the message to automatically send within a timeframe of 24 hours, 48 hours, the night before the job, or the morning of the job
- You can use email & SMS in this module. You may use tagging throughout the entire body of whichever module you select. Please be aware of the 160 character limit when working with SMS