In this article, you will learn how to use Workiz Automations to remind your clients about upcoming jobs.
Workiz Automations can help streamline many of your day-to-day tasks, including reminding clients about upcoming appointments.
Enabling the automation rule
From the navigation bar, select Automations
Under Reminders, select the 1 day notice / Client reminder template
Configure your rule as desired:
Select an email and choose text, email, or both
Select 1 day ahead of and update the timing as desired
Select Preview/edit message and customize the message as desired
(Optional) Select Add condition and add any extra parameters you want to set for this automation rule (e.g., Only if job type = Inspection)
(Optional) Select the range under Automation will be sent and adjust it as desired (e.g., 24/7, 9–5 p.m., etc.)
Select Add automation
Now, your clients will receive reminders before upcoming jobs.
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