send automated visit-completion texts and emails to Skimmer customers

domain: getskimmer.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Under Settings > Service Emails, complete Contact Information, choose Where To Send Emails routing, toggle Service Emails ON, and customize Subject/Header/Default Message/checkboxes/Footer
  2. Optionally add reusable Service Email Messages and configure Skipped Stops Emails with their own default message and reasons
  3. Under Settings > Service Texts, accept the SMS terms of service (a per-message fee applies outside the Scaling Up/Owning the Market tiers) and activate the feature
  4. Toggle on the specific text triggers: On My Way (tech-triggered en route), Completed Service (route stops and work orders), and Skipped Stop
  5. For per-work-order-type texts, edit each Work Order Type and check Notify the customer when finished; review delivery via the Sent Service Texts report

Known gotchas

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