🗨️ Making On-Site Estimate Communication Templates Default...
Follow the below steps to have On-Site Estimate communications default to those built out in the Templates section of Company Settings.
1. Click on 'Company Settings'
2. Click on 'App Settings'
3. Toggle on 'On-Site Estimate Communication'
4. Click on 'Save'
🗨️ Editing the On-Site Estimate Communication Templates...
5. Click on 'Templates'
6. Select 'Appointment Scheduled Email' From the Dropdown
You can then edit the Email if desired.
7. Select 'Appointment Scheduled SMS' From the Dropdown
You can then edit the SMS if desired.
8. Click on 'Save'
🗨️ How does it work when scheduling an On-Site Estimate?
9. Click on 'Appointments'…
10. Click on the Estimate to Schedule
11. Choose the Communication to Send
Note that if you make it default in App Settings as shown above, they will automatically be selected for each On-Site Estimate.
12. Click on 'Schedule'
The previously specified communication will then be sent out to the customer.
🗨️ Turning Off the Immediate Estimate Requested Drip...
If you enable the above Templates, you will want to be sure the Immediate Confirmation Drip under Estimate Requested is Inactive.
13. Click on 'Drips'
14. Click on 'ESTIMATE SCHEDULED'
15. Click on 'Appointment Information'
16. Click on 'Immediate Confirmation'
17. Click on the 'Enabled' button
18. This Will Change the Drip to 'Disabled'
19. Click 'Save'
20. This Will Inactivate the 'Immediate Drip'.
Additionally, this ensures no double notification of the On-Site Estimate being scheduled. Instead of this Drip being activated, confirmation of the scheduled appointment will now use the Templates as stated above.
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.