🗨️ 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 Immediate Confirmation
16. Turn Off the Active Toggle
17. Click on Save
18. 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.
