Save valuable time while keeping your customer well informed thru out the job cycle with notifications. All notifications are personalizable.
Important! To ensure that your customers receive notifications, make sure to opt for the customer cell phone number and email address when adding a new customer to the system. You can turn off SMS and Email notification for individual customers through the customer profile page.
To prevent disturbing customers late at night, you can restrict SMS notification to be sent only between 7:00 am and 9:00 pm. To enable this option, go to the SMS notification setting page and click the notification icon located in the upper right corner.
Customize notifications:
Step By Step Guide
1) Start by opening the notifications page, located under “More" in the top navigation bar, then choose “settings” from the drop-down menu.
2) Next, choose what type of notification you like to customize. You have 2 options.
Customer (Email) notifications
Customer (SMS) notifications.
3) Next, choose the notification you like to modify. Make your changes on the left side and preview the change on the right side.
Email templates contain a “Subject” and a “message”. However, there are no subject lines for SMS notification.
4) Next, customize your message with variables. To add a variable, click on the "Insert Variable" and choose an option from the drop-down menu. There are several variables to choose from. To remove a variable, simply highlight the variable and hit delete on the keyboard. If you make a mistake, just hit the "reset" button.
The variables will be filled in with the corresponding data related to the customer and task.
5) Once you're happy with the changes hit the "save setting" button.
Notification breakdown
Visit scheduled: When you schedule or reschedule a visit, the system will notify the customer via email and send them an SMS message. The information includes the date and time of the visit.
Send Estimate: You can generate an estimate and send it to your customer with just one click. They can approve or decline the offer through this notification. This process saves you time and closes deals quicker.
Estimate follow up: If you're to busy to follow up on your estimates, you can use the estimate follow-up notification to start the conversation. This notification is sent via email. You can trigger the notification on the estimate page.
Estimate set to expire: If you set an expiration date on your estimate then this notification is sent to the customer via email 3 days before the estimate is set to expire. You can trigger the notification on the estimate page.
Job scheduled: When you schedule or reschedule a job, the customer will receive an email and SMS notification with the date and time the job will take place.
Send invoice: After completing a job, you can generate an invoice and email it to the customer. If you set up the stripe integration, then the customer can pay their invoice online.
Late payment reminder: This email template is used to notify the customer when their invoice is past-due. This email is sent the day after the invoice becomes past due.
Receipt: The customer will receive a receipt notification via email after you record a payment in person, or if the customer makes a payment online.
On my way: Within the FixerPro App, you can notify the customer that you're en route, with an “On my way” notification. This is triggered on the customer job page.