Before you start
They're all off until the owner turns them on.
- Open Messages, then Automatic messages.
- Under The day before a visit, turn on Tell customers we're coming tomorrow, and choose Send at.
- Under When a visit is done, turn on Tell customers we've been. It includes a link to the before and after photos unless you turn off Include a link to the before and after photos.
- Under When a cleaner can't get in, turn on Tell customers we couldn't get in. It goes when a cleaner marks a visit as no access.
- Under How they're sent, choose Send by: Email, or text if no email (recommended), or Text, or email if no mobile.
- Choose Save automatic messages.
What happens next
The visit done message goes by text and by email, with a link to rate the visit. The text and the email carry the same rating link. If one can't reach the customer (no mobile or email, they replied STOP or turned visit texts off, their email bounced, or your texts are used up), the other goes on its own.
Automatic emails and texts aren't sent between 9 pm and 8 am. Any held overnight go from 8 am. Messages you send yourself go straight away.
To change what they say, choose Change the wording under each one.
If something goes wrong
- “Photos are hidden in the customer portal, so no link is sent.”: turn on Show photos in the customer portal in Settings, Invoicing.
- “Only the owner can change these.”: ask the owner.
- A customer gets no texts: they've turned off service messages, replied STOP, or have no mobile. They get the email instead.
Who can do this
Only the owner changes automatic messages. Managers who can message customers can see them.
Still stuck? Send us a message.