Never spend time tracking and notifying customers when their service day changes either permanently or temporarily.
Never spend time chasing down money from past due invoices.
Never spend time tracking and reminding customers about open quotes that need approval.
Auto-email customers when route day changes
When route stops are moved to a different day in scheduling, they're automatically placed in a list for the customer to be notified
Notifications are auto-sent to customers each day at the time you choose
(For example, notifications can be set to always send at 5:30pm at the end of your work day for any customer who still needs to be notified of a schedule change)
Alternatively, you can send the notifications any time by clicking "send now"
Customizable email templates have been added for permanent move and one time move notifications
(the right message is delivered based on the type of schedule change that was made)
Set notifications to be sent to customer's billing contact, primary contact or both
(you can also send to an internal email address for manual follow up if preferred)
Auto-email follow ups on past due invoices
Create a series of reminders to auto-email customers different messages based on how many days past due their invoice is
Create / customize email templates and assign them to any invoice reminder row
Set emails to be sent to customer's billing contact, primary contact or both
Set emails to be sent to an internal email with instructions for office staff to follow up on the invoice in a different way such as a phone call
Auto-email follow ups on open quotes
Create a series of reminders to auto-email customers different messages based on how many days old an open quote is
Create / customize email templates and assign them to any quote reminder row
Set emails to be sent to customer's billing contact, primary contact or both
Set emails to be sent to an internal email with instructions for office staff to follow up on the quote in a different way such as a phone call
Set quotes to be auto-closed after your follow up process ends
(setting only affects quotes in OPEN status)
More email center related updates
"Automatic Emails" section has been added to the email center
(where the new auto-send features are located)
"Templates" section has been added to the email center
(where all email templates are now located)
Turn automatic emails ON/OFF for any specific customer
(allows easy opt-out as needed)
Other Improvements
Open API - can now make GET requests on customer status such as "Lead", "Active (routed)", "Active (no route)", "Inactive" and "Archived"
Optimized email sending speeds