Sending confirmations and reminders for events

You can send messages to confirm an estimate/job has been booked, or to remind them of the visit. This will allow you to send SMS, emails, or letters to customers depending on their communication preferences. You can also set up templates for these messages in your system settings.

  1. In order to send these confirmations or reminders, first open your diary and find the diary event you wish to send a confirmation for. Click the event to open it.


  2. This will then display a page where you can see all the details of this diary event, with job events, reminders, confirmations, job sheets etc.

  3. In the section labelled 'Confirmations and reminders' click 'Send' next to the type of confirmation you wish to send.
  4. This will open up a page where you can method with which you wish to send the message as well as the recipient. Craft your message using the dialogue box provided. When you are happy with the message click 'Send' at the bottom of the page.