Automations can be turned on or off per customer.
To do this, go to the Customers tab, find the customer that you want to turn the automation off for, and click their name to enter their profile
Once on the customer page, click the "Automations" Tab.
You will see several automation that is specifically for the customer.
You can turn them on/off, turn on reviews for each automation.
A few examples of automation are:
Sending a customer an email or text message before you service their property.
Sending an email or text message to a customer when you complete a service at their property.
Send a reminder email or text that an invoice is past due.
Send an email or text to the customer, you, or an employee when a visit is added to the schedule for a property.
Send an email or text to the customer, you, or an employee when a visit is added to the schedule for a property.
Send an email or text to you or any employee when a customer accepts an estimate.
Send an email or text telling the customer what to expect next once they accept an estimate.
(Automations can be sent a week before, a day early, an hour early, after an event, and more…)
These are just a few examples of automations you can do with Copilot.
We are also adding new automations every week or so.