Besides the job itself, one of the most important aspects of customer relationships is what happens after your jobs are over. Maintaining strong relationships with customers is essential to securing continued work. This setting allows you to select whether new customers will receive communications and also provides the ability to set communications for newly created work addresses.
Configuring After-Sales Care Defaults
➡️ Navigate to your Profile Icon > Settings > Customers > After Sales Care Defaults > View.
You have two options in the main setting module:
Set defaults for customers.
Set defaults for work addresses.
Choose whether newly created values will receive automatic post-sales communications.
Click Save.
Advanced Options
Within the Advanced Options page, you can specify which customer or work address receives communications. This is important for managing customer relationships and potentially preventing bad reviews from clients you know may leave negative feedback.
Note: If you do not use filters, you will change communication preferences for all customers and work addresses en masse.
➡️ Enter the module by going into View customers or View work addresses.
Use the filter to specify the customer or work address you'd like to view.
You can filter by name or customer type (Private Customer, Company, Estate Agents, or Schools).
Once filtered, click Change communication preferences.
Select the after-sales care value.
Click Save.