Welcome to our Knowledge Base :)

Job & customer reminder automation set up

Learn how to set up your customer reminders and also how to automate job charging/closing
Written by Mony
Updated 10 months ago

Use our powerful automation tool to propel your cleaning business to the next level. Check out our video below!

  1. Set up Job Charging Automation through Settings (Settings --> General) and have Jobs automatically charge and send email/text receipts to customers! Check out our Templates to see what these notifications look like!

    Turn "On" Payment and Receipt Automation

    Once the Status for a job is automatically set to "Paid" from the automation the job will recreate itself on the calendar, if it's a recurring cleaning.
  2. Set up Customer Reminder Automation through Settings (Settings __> General) and have Customer Reminders automatically send via email/text.

    Turn "On" Text and Email Reminder Automation

    Customers will receive an email/text reminder On/Before (set the number of days On/Before the scheduled date for the job). Check out our Templates to see what these notifications look like!

Job Automation & Customer Reminder Automation Walkthrough

Did this answer your question?