Using Job Confirmations via Quick-Add

Job Confirmations in Quick-Add

  1. Enter in your customer, order, and job information.
  2. In Quick-Add, click Confirmation on the left.
  3. Select whether you want to send an email confirmation and/or a text confirmation. Verify the contact information and adjust it if necessary.
  4. Select your email and/or SMS template(s).
  5. 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.
  6. Click Done.

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