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Notifying Your Customer that Their Job is Scheduled
Notifying Your Customer that Their Job is Scheduled

Learn the two different ways that your customer can be automatically notified that their job is scheduled.

Danielle Walls avatar
Written by Danielle Walls
Updated over a week ago

Notifying via Drips


1. Click on Drips

Click on Drips

2. Click on PROJECT SCHEDULED

Click on  PROJECT SCHEDULED

3. Click on your first Drip in the Sequence.

Click on your first Drip in the Sequence.

4. Make sure that this drip is toggled on.

Make sure that this drip is toggled on.

5. Click on Save

Click on Save

6. Click on Close

Click on Close

7. Click on Job Schedule

Click on Job Schedule

8. Select a Job that needs to be scheduled.

Select a Job that needs to be scheduled.

9. Choosing automatic or manual Job notifications.

Once you fill out the scheduling details, you DO NOT need to toggle on the communication toggles, because they will automatically receive scheduling confirmation from your "Project Scheduled" activated Drip (see above).

If you deactivated the Project Scheduled Drip Sequence shown in Step 1-4, then you would be able to control whether or not the confirmation text/email went out to the customer here by switching on the desired toggle.

Follow Steps 11-16 below to see how to edit the text and/or email that will be sent if these toggles are switched to on.

**Please note that if the Drip above is activated and these toggles are on, the customer will receive two notifications.

This is where the two options come into play.

10. Click on Save to schedule the Job.

Click on Save

Editing the Manual Job Notification Templates


11. Click on Company Settings

Click on  Company Settings

12. Click on Templates

Click on Templates

13. Select Job Scheduled Email in the "Choose a Template" Dropdown

You can edit the Job Scheduled confirmation email here

Select Job Scheduled Email in the "Choose a Template" Dropdown

14. Click on Save

Click on Save

15. Select Job Scheduled SMS in the "Choose a Template" Dropdown

You can edit the Job Scheduled confirmation SMS here

Select Job Scheduled SMS in the "Choose a Template" Dropdown

16. Click on Save

Click on Save
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