• MMS: Visual Way to Connect With Your Clients

    Learn how send photos, documents, and updates directly to clients through MMS, making on-site communication faster, clearer, and more efficient.

    • Clients

  • Clients List

  • Adding a New Client

    Learn everything you need to get your clients set up and ready for business in this guide

  • Viewing and Editing Client Profile

    Find a detailed overview of the Client Profile, how to manage Contact details, Billing information, Projects, Tasks, and Payments. Discover available actions, sorting, and tools for organizing and interacting with Clients.

  • Client Profile – Notes Section

  • Follow Up

    The Follow Up section displays clients and projects that fall within the parameters set in Programmed Messages.

    • Email and SMS Management

  • Programmed Messages

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

  • SMS: Overview, features, usage

    The SMS Messenger lets you quickly communicate with clients and employees, track usage, and use templates for recurring messages.

  • 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)

  • Follow Up

    The Follow Up section displays clients and projects that fall within the parameters set in Programmed Messages.