Messaging allows you to select and send a series of automated messages to the people involved in a Job. Each section of the Messaging page is related to different parts of the Scheduling system.

Messages are sent automatically when certain events occur in the lifecycle of a job.

You can create alternate versions of each message and customize the content for clients or agents. You can even customize the content based on the services selected for a specific job.

Scheduling Messages

Control when a message is sent by choosing the most appropriate Trigger. You can also select specific services that must be present in the job with the Deliver For menu.

Control who receives this message by choosing specific roles from the Deliver To menu. If you want to send this message to a specific email address every time (such as a third-party vendor) you may specify that in the Also CC To menu.

You can insert special placeholders into the subject and body of the message that will automatically be replaced by values from the job. Place the cursor in the body of the message and choose the appropriate option from the Insert Values menu.

Emails will include the organization signature you have defined under your Organization Profile. Teams can optionally choose to sign specific emails with the inspector's signature.

Scheduling messages can automatically include a calendar invitation to your clients and agents to help them block out the correct date and time in their personal calendars.

Enabled

• On
• Off

Trigger

• Job Confirmed
• Job Rescheduled
• Job Cancelled
• Inspection Start Time

Deliver For

• Every Job
• Specific Services

Deliver To

• Everyone In The Job
• Only Specific People 

Also CC To

Manually enter an email and display name to cc every time this message is sent.

Subject

The subject of the email. This can also include job values listed in the Insert Values but they must me manually copied or typed into the subject.

Body

The body of the email message. This can also include job values listed in the Insert Values.

Best practice is to use the {{recipient.full_name}} rather than the specific role tags.

Attach a calendar invitation

• On
• Off

Invoicing Messaging

Control what messaging people will receive when changes to the job result in a new or updated invoice being generated.

This could be the addition or removal of a service or changes to the modifiers of a service like an additional outbuilding or a crawlspace. 

Enabled

• On
• Off

Trigger

• New Invoice

Deliver For

• Every Job
• Specific Services

Deliver To

• Everyone In The Job
• Only Specific People 

Also CC To

Manually enter an email and display name to cc every time this message is sent.

Subject

The subject of the email. This can also include job values listed in the Insert Values but they must me manually copied or typed into the subject.

Body

The body of the email message. This can also include job values listed in the Insert Values.

Best practice is to use the {{recipient.full_name}} rather than the specific role tags.

Agreements Messaging

Control what messaging people will receive when changes to the job result in a new or updated agreement being generated.

This could be as a result of a change in the address, a change in the client, or inspection date. This could also occur as a result of the addition or removal of a service 

Enabled

• On
• Off

Trigger

• Signature Required

Deliver For

• Every Job
• Specific Services

Deliver To

• Everyone In The Job
• Only Specific People 

Also CC To

Manually enter an email and display name to cc every time this message is sent.

Subject

The subject of the email. This can also include job values listed in the Insert Values but they must me manually copied or typed into the subject.

Body

The body of the email message. This can also include job values listed in the Insert Values.

Best practice is to use the {{recipient.full_name}} rather than the specific role tags.