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Project Start Reminders

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Why send reminder emails?

Reduce scheduling issues and missed service calls by sending your customers reminders before and the day of a project. The alerts help to confirm appointment details so there is no confusion as to when the work will be done and it gives customers a way to quick reach out if they need to reschedule.

Turn on project start reminders

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Click on Settings.
  3. Click on the Project/Estimate Settings tile.
  4. Locate Project Start Reminders and change the toggle to On.
  5. Check the box next to Send Upcoming Project Reminders to turn on this reminder for all active projects.
  6. # of Days Before = set how early you want to remind customers. The default is 1 so your customer receives a reminder the day before the project starts. If you choose to change the number of days, 90 days is the maximum.
  7. Upcoming Project Reminder = there is a default message provided that you are welcome to use. Otherwise, feel free to replace it with your own message.
  8. Click Save.

Send Morning Of Reminder (optional)

  1. Check the box to turn on this reminder for all active projects. 
  2. Morning Of Reminder = there is a default message provided that you are welcome to use. Otherwise, feel free to replace it with your own message. Morning Of reminders are sent at 8:00 am so make sure you set the time zone in Business Settings. 
  3. Click Save.