🤖 Go to the Automation tab
Navigate to Automation inside your CRM.🔓 Request Automation access if needed
If you do not see the Automation tab, contact RentFlow Support and request access to be enabled.📂 Open the customer booking workflow
Go to:
Customer Booked → Units → App and SMS Notifications✅ Verify the workflow status
Make sure the workflow you want to edit is marked as Published.
Some systems may only have App Notifications or SMS Notifications enabled.🚛 Select the trailer workflow you want to customize
Open the workflow for the specific trailer you want to edit.📩 Find the customer message containing the address
Scroll down until you find the booking success message, such as:SMS Book Success
Or the equivalent email/app notification step
📍 Replace the Rental Location custom value
If the message currently uses:Custom Values → Rental Location
And this trailer is stored at a different address, remove that custom value and manually type the correct address for this specific trailer.
📋 Paste as plain text
Use Control + Shift + V when pasting addresses or text to avoid formatting issues.✏️ Add additional trailer-specific information (optional)
You can also customize messages with:Gate codes
Ball size requirements
Pickup instructions
Special notes
🏷️ Use additional custom values if desired
You can create new custom values under:
Settings → Custom Values
Then insert those values into your messages.💾 Save all changes
Click Save Action, then Save again to publish your updates.
💡 Pro Tip
Customizing workflows per trailer is especially useful if your units are stored at different pickup locations or require different instructions. Just remember that any manually entered address in a workflow overrides the default Rental Location custom value for that specific message only.