Automatic SMS updates and reminders for customers

Turn SMS updates on for a customer

1. 1
   Open the customer, either from Customers or from the Customer section on a job card.
2. 2
   Make sure they have a mobile number.
3. 3
   Turn on SMS updates.
4. 4
   Tap Save customer.

The texts, and when they go

Reminders also go out for extra visits on multi-day jobs. Each text is only sent once for each booking, so customers don’t get repeats.

• Booking confirmed: when a job is booked on the calendar for a future time, or moved to a new time.
• 24 hour reminder: the day before the booking, from about 4pm.
• 1 hour reminder: about an hour before the booked time.
• On the way: only when someone taps Start job with Text [customer] you’re on the way turned on.
• Job finished: when the job is marked completed.

Turn texts off or change the wording

1. 1
   Go to Settings and open Customer labels.
2. 2
   Open SMS updates to see a preview of every text.
3. 3
   Turn off any texts you don’t want sent. The change applies to all your customers.
4. 4
   To change what a text says, edit it in Settings → Templates.

Online booking texts are separate

Customers who book through your online booking link get their own “request received” and “you’re booked in” messages by email and text. Those go out whether or not SMS updates are on, as long as they left a phone number or email.