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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 4 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

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