Send Customers Reminders for Appointments (Email, Text)
We send all customers an email the day before their bid appointment to remind them that we need them at their house at a specific time. We also include a picture of the sales rep. The time is in JobNimbus as a task, their contact info is in the system. The sales rep is known, so it seems this could be automated.
Scott Feller
shared this idea
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Lee Vance
commented
The ability to set parameters on automated tasks so that you can set a reminder email to go out a specified time BEFORE the task is set. For example, 24 hours before, as a reminder. If this is in there, I can not find it. Automated notification only seem to go out instantly vs, at a set time.
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Jason Kaiser
commented
When i send out emails through job nimbus the customer (recipient) sees an email coming from JobNimbus not my company name. They seem to delete the email because they think its spam. is there a way to change this?
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Norman
commented
See my suggestion for Allow custom Boolean Field for Jobs and contacts . This could solve this and help with a host of many other automations.
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Norman
commented
Perhaps a tick box on the task/appointment that you check when you create it that will enable an email template to go to whom you select would be great with the information.