Using Job Confirmations
- Enter in your customer, order, and job information.
- In Quick-Add, click Confirmation on the left.
- Select whether you want to send an email confirmation and/or a text confirmation. Verify the contact information and adjust it if necessary.
- Select your email and/or SMS template(s).
- Verify your appointment reminder settings and contact information. You can also deselect create job reminders if you do not want reminders to go out for this single job.
- Click Done.
From the Job Screen
- Open the job on the schedule.
- Click email or text at the top.
- Select your template and send.