These modules allow for email, SMS, and letter communication with your clients. Tagging enables the expansion of information, improving documentation creation. When adding an estimate or job into the system for a work address, you will see a dropdown for Access Method. Selecting Communicate with Work Address will trigger the communication.

Tagging: We highly recommend using tagging throughout these modules to streamline communications, reducing overhead and minimizing the time spent on back-and-forth communication. To understand how tags work, and which tags perform specific functions, refer to the [Tagging Guide].

Text Formatting: You can format your text, including font sizing, font types, indentations, alignments, bullets, and numbering.

➡️ Go to Profile Button > Settings > Estimates > Work Address Estimate Access Template.

You can enter your Email, SMS, and Letter templates here. Tagging can be used in both the subject line and the main body of each message.

This tab allows you to set a message sent to the customer of a work address (e.g., landlord, real estate agent) when no answer is received from the work address. Messages will be sent in batches every few hours to avoid overwhelming the customer with large amounts of emails.

Note: If a diary event is added, the message will not be sent.

You can create a follow-up message or a group of messages to be sent to the work address if they have not yet booked an estimate after receiving the initial message.