You can easily setup Client Follow Up Emails which will be sent to a client once a Job has been completed. Additionally you can also send Client Calendar Reminder notifications for customers informing them of an upcoming Scheduled Job.

Navigate to Settings > Communication

Client Follow Up Email

You can enable an automated follow-up email to a client once a Job has been completed. Send custom follow-up emails to say thank you after every job and request feedback using surveys or to leave a review on your favourite business review website.

To enable follow-up emails, switch the toggle to YES. This will turn this option on for all your clients. However, you can switch this functionality YES/NO for individual clients within the View a Client option.

You have the ability to customise the text of the Subject heading and Message text by simply updating the text. Once done, select save. You can also reset back to the default text by selecting 'Reset to Default Text'.

To add in a survey link, or a link to your favourite business review website, simply paste the survey URL into the Feedback Survey field such as TrustPilot, Google Reviews or Survey Monkey. Once done, select Save.

Attach Completed Job Forms

Within the Client Follow Up emails you can also enable the Completed Job Form/s from a Client Job to be attached as PDF document attachments to the Client Follow Up Email.

Set to Yes to default all clients receiving an SMS Notification for Scheduled Job Reminders.

Turn Off For Individual Clients

These can be turned off for individual Clients within each Client record. On the web dashboard navigate to Clients > All Clients > View Client > Scroll to underneath Client Address.

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