Texts, reminders & your review link

Go to Settings → Customer notifications.

What sends out of the box

Running-late alerts, booking confirmations and review requests go out automatically at the right moments, and an engineer fires an on-my-way text with one tap from their job. The switchable ones are all here, turn off anything that doesn't fit how you work.

Chasers you switch ON

Quote follow-ups and overdue-invoice chasers are off until you enable them: go to Settings → Follow-ups, tick Auto-chase overdue invoices (and the quote follow-ups), and pick the days. Chasers send on the Crew plan and above.

Your review link

Back under Customer notifications, add your Google or Trustpilot review link and edit the request wording. About 12 hours after a job completes (typically the next day), the customer gets a short star-rating page; anyone who rates 4 or 5 stars is invited to share it on your Google or Trustpilot link. Reviews build while you sleep. See Reviews.

Reword anything

Settings → Message templates holds the wording of every automatic email and text, edit them to sound like you.

Email to CRM and Outlook

The Customer notifications screen also shows your firm's unique Email to CRM address (how it works), and a Connect Outlook card: connect your Microsoft 365 mailbox and replies you send go from your own address, with customer replies syncing back automatically.

That's the set-up done. Read Getting started for the day-to-day flow, or head back to the checklist.