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Communication to customers - disable global settings
Communication to customers - disable global settings

How to disable email and text communications to all customers

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Summary

Disable all automated communication to your customers through Settings.

Key Points

Settings contains the global actions for all your accounts. Follow the steps below to disable any or all automated communication to your customers.


In Settings/Appointment Reminders, click the Reminder and click drop-down list box for Send Reminders and select Inactive

In Settings/Customers, clear the check box: [ ] Automatically send a welcome email to newly added customers

In Settings/Customers, clear the check box: [ ] Send work orders by default

In Settings/Invoices, clear the check box in: [ ] Send new invoices to customer automatically

In Settings/Late Payment Reminders, for Send late payment reminders click the drop-down list and select Inactive

In Settings/Work Orders, click the check box: [ ] Disable auto-sending reports 

In Settings/Work Orders, clear the check box: [ ] Attach invoice to completed work order email

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