Email Preferences
Each email address for the customer contact that is on the customer account, can be set up to receive specific emails. In My Office > Company Preferences, you can set default customer email preferences (also referred to as default customer email settings). These defaults will apply to new customer email addresses upon creation.
Existing customers can have their Email Preferences updated by clicking the settings gear wheel directly adjacent to the email address on the customer contact.
Alternatively, Email Preferences can be updated in bulk, by Batch Editing Customers.
The four Email Preferences include:
Confirmations: Allow this email address to receive email confirmations when estimates or jobs are created or updated. Enable the confirmations to be sent, by updating the setting in My Office > Outbound Email Settings, then you can choose which customers can receive the confirmations (FAQ: Why not make it so all customers receive the confirmations? Some customers may want to opt out, or you may want to enable the confirmations only for residential customers, and not commercial clients.)
Status Updates: Allow this email address to receive emails triggered by status updates.
Payment Receipts: Allow this email address to receive payment receipts when a payment is received as a job deposit, or an invoice payment. If this setting is set to yes, payment receipts can be automatically sent to the email address, by also enabling the toggle switch in My Office > Outbound Email Settings.
Invoices: Allow this email address to receive invoices. It can be enabled to automatically send that invoice email, by turning on the toggle switch in My Office > Outbound Email Settings.
Communication Preferences
Each customer contact can receive specific notifications. In My Office > Company Preferences, users can set default customer communication preferences. These defaults will effect new customer contacts, upon creation.
Existing customer contacts can have their Communication Preferences updated by clicking the button below the email address on the customer contact, "Configure Personal Communication Preferences".
Alternatively, Communication Preferences can be updated via Batch Editing Customers.
The Personal Communication Preferences include the following:
Email Confirmations of All Jobs: This setting works in harmony with the Email Preference "Confirmations". This allows the contact to receive confirmations when estimates or jobs are created or updated. Enable the confirmations to be sent automatically via My Office > Outbound Email Settings, then select which customers can receive the confirmations (FAQ: Why not make it so all customers receive the confirmations? Some customers may want to opt out, or users may want to enable the confirmations only for residential customers, and not commercial clients.)
Send Text Notification on Status Change: Allow this contact to receive text messages triggered by status updates.
Send Voice Notification on Status Change: Allow this contact to receive text messages triggered by status updates.
Notify About Service Specials: This setting displays a yellow banner across the top of the page in the Customer Web Portal. To allow this contact to see the banner, enable this setting.
Send Service Reminders: This setting works with Reminders and Reminder Presets. This setting must be enabled for the contact to receive estimate and job reminders.
Exclude from Customer Email Broadcast lists: This setting will disable the contact from being able to receive the Customer Email Broadcasts.
Send Invoice Reminders: This setting works with Invoice Reminders. This setting must be enabled for the contact to receive invoice reminders.