The Passport365 Nexus app has a feature which allows you to set up automated communications and messages which can be sent to the customer or your field workers directly.
There is also an automated post work signature message that can be delivered via email.
Each of these templates can be customised with as little of as much information as you like pertaining to the customer, job, invoice and company.
In this screen you will find default templates already set up; however, each template can be adjusted to accommodate the fields you require and be personalised as you so wish.
Variables
From the menu on the right, there are seven categories, each of which expands into a list of variables which can be added to any of the templates.
The variables you can select from are:
Invoice Variables
Invoice Total
Invoice Reference
Invoice Outstanding
Invoice Due
Invoice Creation Date
Invoice Job Address
Invoice Name
Invoice Link
Invoice Payment Link
Quote Variables
Quote Total
Quote Reference
Quote Job Address
Quote Expiry
Quote Creation Date
Quote Name
Quote Link
Job Variables
Site Name
Site Address
Site Contact Name
Job Reference
Job Date
Job Date & Time
Job Worker
Job Status
Job Name
Job Tracking Link
Form Name
Customer Variables
Customer First Name
Customer Last Name
Customer Email
Customer Telephone
Customer Address
Company Variables
Company Name
Company Address
Company Telephone
Company Website
Company Email
Company Logo
Reminder Variables
Reminder Title
Reminder Description
Reminder Date
Site Address
Site Name
Site Contact Name
Customer Portal Variables
Customer Name
Portal User First Name
Login Link
Username
Password
Company Name
Company Phone
Any of the variables can be added to any of the templates and doing so is very straightforward.
The template can be customised using the variable fields provided to suit whatever you wish each automated message to convey.
In this example, the body of our message to our field worker will say:
Each of the references contained within the parentheses indicates a variable field that will update automatically according to which job this particular message is being sent in response to.
Once you have completed each of your templates, don't forget to select the 'Save' button at the bottom of the page.
Selecting which emails are automated
Each of the templates can be selected or deselected to be generated or not using the toggle box. Any which are deselected a message will not be automatically generated by the system.
Selecting an email address from which the messages are generated
Once you are finished, click 'Save' to complete your changes.