• Follow Up

  • Programmed Messages

    With programmed messages, you can set up automatic emails and texts or reminders for calls and follow-ups
  • Email Templates

    Learn how to create, customize, and manage email templates to standardize client communication.
  • SMS Templates

    Send quick, accurate updates with reusable SMS templates. Personalize messages with dynamic fields, ensure clarity with pre-approved text, and keep clients instantly informed about estimates, appointments, or important changes.
  • Sending Email/SMS to a Client

    Easily reach clients with professional email and SMS templates directly from estimates, invoices, schedules, or programmed messages.
  • Internal Messenger

    Stay connected with your team effortlessly using the Internal Messenger, available on both web and mobile.
  • Types of variables in templates

    Break down of all the variable types you can use inside SMS and Email templates. Each variable designed to fit specific templates so your emails and SMS messages always pull the correct client, estimate, or appointment details.
  • Emails going to SPAM - (SMTP Setup Guide)