• Adding and Managing Email Templates

  Emails are commonly sent during the work routine. This workflow can be optimized by adding email templates for the scenarios you encounter regularly.Popular

• Sending a template E-mail/SMS to a client

  You can send an estimate, an invoice or a payment reminder to a client with just a few clicks due to already created email templates. Email templates are available right in the client profile and allow to save time on composing case-specific messages. To send a template email, open the clSome readers

• Adding and Managing SMS Templates

  SMS is a great way for for client notifications. You can use the SMS option for various processes - for instance, when you send an estimate for approval, reschedule the appointment, etc.Some readers

• Adding and Managing Programmed Messages

  Programmed messages are automatic client follow-ups triggered when certain conditions are met. An example of such a message would be sending an SMS to the client when the payment is due, a follow-up to an estimate every 7 days, etc. - the scenarios may vary. Programmed messages can be automatic (used when you want to send emails or SMS messages) or manual (when you want to be reminded about phone calls or mails). To create and schedule a programmed message, navigate to the "Programmed MessSome readers

• Creating and Sending Newsletters

  Useful both for marketing and client retention needs, newsletters are an easy way to announce special deals, offer discounts, send reminders, etc to a preffered pool of clients. To filter out the group you want to send the newsletter to, fill in the “Filter” available on the left side of the window. You can filter your list based on date range, client type and by the methodFew readers

• Client List

  In the “Client List” you can view the list of the existing clients with their details.Few readers

• Follow-up Module

  "Follow-up" module helps you to have a quick view of your existing client list that needs follow-up. You can filter your desired client list based on the Module (Leads, Estimates or Invoices), Follow-up Status and Follow-up Type. When you click on the preferred entity in the "Profile" column, you will be forwarded to the client’s estimate page (-E), WorkoFew readers

• Adding a New Client on the Web

  Learn how to add a new contact to your clients' list and create a new project.Popular

• Editing Client Information

  Edit the client's name, type, contact details and address to keep the contact up-to-date.Some readers