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Job & customer reminder automation set up

Learn how to set up automated reminders for your customers and how to set up automated job charging
Written by Mony
Updated 3 months ago

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

An integration with Twilio is required for automated text messaging

 
1. Automated Email and/or Text Customer Reminders  

- Go to Settings --> General - Customer communication

- Check the 'Send job reminders automatically' box

- Choose if you would like to send reminders through email, text, or both (Twilio integration required for text)

- Choose when you would like the reminder to go out (based on the service date)

2. Automated job recreation and charging

- Go to Settings --> General - Customer communication

- Check the 'Charge customers automatically' box

- Choose when you would like the payment to be collected (based on the service date) - Job status will be set to 'Paid' - Job will be recreated if it's a recurring service

3. Automated receipt sending

- Go to Settings --> General - Customer communication

- Check the 'Send receipts to customer automatically' box

- Choose if you would like to send receipts through email, text, or both (Twilio integration required for text)

- Choose when you would like the reminder to go out (based on the service date)

Need help? That's why we're here! help@maidily.com

 

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