Sending an email to a customer from the customer profile

To send an email to a customer from the customer profile, simply click on the envelope icon next to the email address in the customer information area. Your computer or mobile device will use the email service set as your default sending mechanism. This will work on a mobile device or a desktop/laptop computer. Cool ninja trick!

Explicit Opt-in

This is determined every time a bid is run from your website or submitted through the call screen. If you have this feature turned on (Settings > Follow-up Builder – Bottom of the page) you and the customer will be prompted before submitting any bid through the website or call screen to answer if it’s […]

Manually sending a client proposal link

Learn how Petfenceology handles the client proposal link and how you can go about manually sending that link to the customer however you like after you’ve made edits.

Setting up your email templates

You have full control over your automated emails. You can adjust the timing of when they are sent, the email address they are sent from, their subject line, and the content of the emails themselves. Go to Settings > Follow-up Builder Enable the emails within the statuses that make the most sense to you. Edit […]