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Messages to clients

Let the client know the technician is on the way, and automatically send reminders about tomorrow's visit, invoices that are due or overdue, and contracts that are expiring.

TechnicianOffice / administratorSuper AdminOptional module

The Messages to clients page (the “Administration” section of the menu) is an optional module, turned on on request. Settings are made by administrators and the Super Admin; the 🚗 I'm on my way button is used by technicians in the field.

For emails to go out, the business email must be set up in Company settings → Email. If it isn't, the page shows you a warning.

“I'm on my way” — the technician tells the client

  1. Open the service call, the maintenance visit or the job.
  2. Tap 🚗 I'm on my way.
  3. Choose how soon you'll arrive (15, 30, 45, 60 or 90 min) or enter the time.
  4. Tap Notify the client.
  5. The app shows which channels the message went out on. If WhatsApp is turned on, tap 💬 Also send on WhatsApp: the message opens ready-written on your phone.
The “I'm on my way — notify the client” window, on the phone
The “I'm on my way — notify the client” window, on the phone

Settings: channels and automatic reminders

On the Messages to clients page the office chooses:

  1. Tick what you want clients to receive.
  2. Under “Message texts” adjust the texts. Words in curly brackets, for example {tehnician}, {data}, {factura}, {suma}, are filled in automatically.
  3. Tap Save.
Settings for messages to clients
Settings for messages to clients

SMS and message history

Frequently asked questions

A client doesn't want to receive reminders. What do I do?

Open the client record and, on the “Messages to client” card, tick No automatic reminders for this client.

Why didn't the client get the email?

Check under What was sent whether there is an error. The most common causes: the business email isn't set up, or the client has no email address in their record.

The technician doesn't see the “I'm on my way” button. Why?

The button only appears if the Messages to clients module is turned on for your company.

See also

Automatic remindersWhich reminders the app sends by itself, to whom and when: maintenance visits, vehicle deadlines, contracts, invoices, stock, the morning summary and reminders to clients.ClientsThe list of companies and people you work for; each client's record gathers their sites, jobs, equipment, documents and full history.InvoicesIssue invoices, receipts and delivery notes with the company's series, keep track of what's still to be collected, and invoice monthly subscriptions in a few clicks.NotificationsFind out right away when you're put on a job, the plan changes, you get a question or a receipt of yours is reimbursed — in the app, on your phone and by email.From the field: photos, log, materials and receiptsThe field sheet of each plan row: here the team adds photos, ticks off tasks, writes in the log, and records materials and receipts.
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