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Claire GautreauxOwner

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AutomationsAutomations page. Off also pauses automation runs.

On: automated emails and texts wait during Quiet Hours and go out when they end; other steps keep running.

On My Way Texts

For the "Service is on the way" trigger (fires when a technician taps Drive in Route) and the On my way text automation, which starts Off.

Used for [eta_time]: straight-line distance from the last stop, a little longer for roads, at this speed.

Used when there is no last stop or no map pin.

[arrival_window] reads "between 10:05 and 10:35" with this much either side of [eta_time].

A second Drive to the same customer on the same day does not start the automation again.

Waiting and Moved Services

Waiting Services never notify the customer. A Dispatched Service tells them once, and a move waits before telling them again.MoreLess
What It Does
Waiting is a holding spot: move Services around as much as you like and no customer hears about it. Customers hear about a Service only once it is Dispatched.
What It Changes
Service is scheduled fires when a Service is Dispatched (not when it is made). Service is rescheduled fires once after a Dispatched Service moves to another day and stays there. A Done Service never sends anything again when you move or edit it.
How to Use
  1. Keep Services Waiting while you plan.
  2. Dispatch them when the day is set; that tells the customer once.
  3. A later move tells them once, after the wait below.
Help Article
A moved Dispatched Service must stay put this long before its rescheduled notice goes out. Moving it back cancels it.MoreLess
What It Does
Several quick moves send at most one rescheduled notice, for the day it ends up on.
What It Changes
Moving it back before the wait ends cancels the notice. Team and stop-order changes never notify the customer.
How to Use
  1. Leave it at 10 for most offices.
  2. Use 0 to send on the next check (about every 5 minutes).
  3. Click Save.

Estimate Follow-Up

For the "Estimate is sent" trigger and the Estimate follow-up automation, which starts Off.

The customer leaves the follow-up as soon as the estimate reaches one of these.

Quick Calc

Type a rate, mix or unit question, or tap an example.