Purpose: This setting allows you to inform a work address that an estimate has been booked. These modules allow for email, SMS, and letter communication to your clients. Using tagging allows for the expansion of information and allows for better creation of documentation.
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. You may use tagging within the subject line and the body of the setting you decide to work in.
Letters When using the letter, there are two different ways it can be sent out. If you are using our print and post-service, it will be printed and mailed for you. Otherwise, the letter will appear as an attachment within your email and can be printed from the system for you to send
Please note: 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 > Work address estimate confirmation.
- Choose the specific communication type you wish to use (we recommend all 3). You may use tagging throughout the setting to provide as much information as possible.