How do I change automatic customer notifications?

getSoapy can send automatic SMS and email messages to your customers to keep them updated about their quote, job, or to remind them to pay an invoice.

When you first start using getSoapy, customer notifications are turned off to prevent unwanted messages from being sent while you set things up. Quote notifications start switched on. The following notification options are available:

• Configure which notifications are sent to all customers
• Customise notifications for an individual customer
• Control when notifications are sent

Configure which notifications are sent to all customers

To select which notifications you want to enable for all customers, follow the steps below:

1. Go to Tools > Settings > Communication > Notifications or search for Notifications.

2. Under the Customers and Quotes tabs, you can edit when and how each notification type is sent:

When to Send

Choose between Immediately or Off. Some notification types can also be sent Manually or at a Scheduled time.

Email

Choose between Send or Don't send via email.

SMS

Choose between Send, Don't send, or Send if no email.

Attach invoice / Attach receipt

On notifications that can include an invoice or a payment receipt, choose whether a PDF copy is attached to the email. This is on by default.

Deposit notifications

When you schedule a job that takes a deposit, the "Deposit Requested" notification asks the customer to pay their deposit invoice by its due date. You'll find it on the Customers tab under Payments & Invoices. Like the other customer notifications, it starts switched off.

"Deposit Requested" is only sent if the customer's credit doesn't already cover the deposit. It takes the place of the message the customer would otherwise get when the job is scheduled or moved, such as "Job Scheduled", so they get one message rather than two. If "Deposit Requested" is off, they get the "Job Scheduled" or "Job Rescheduled" message instead.

If a deposit invoice becomes overdue, the "Invoice Overdue" notification uses deposit wording. It has a second message template for deposits. Click Edit deposit message on the notification to change it. A deposit invoice doesn't get the 2nd and 3rd reminders.

Customise notifications for an individual customer

If you need to configure custom notification settings (exceptions) for an individual customer, follow the steps below:

1. Search for the customer or go to Tools > Manage > Customers and select the customer.

2. Click the menu icon in the top-right corner and select Notifications.

3. Any existing custom notification settings will be displayed. From here you can add a new or edit an existing custom notification setting.

Add a new custom notification setting

1. To add a new custom setting, select a notification type from the drop-down list.

2. Under the notification type, select how it should be sent to this customer from the drop-down list (for example, Send by Email only or Don't send).

3. Click Update to save.

Edit a custom notification setting

1. Under the notification type, change the custom setting from the drop-down list.

2. Click Update to save.

Notification options

From the Options tab, you can control when notifications are sent - immediately, or only between certain hours.

1. Go to Tools > Settings > Communication > Notifications or search for Notifications.

2. Select the Options tab.

3. Toggle Limit notification delivery times to only send notifications between certain times. By default, the "Allowed times" are 7:00-22:00. Tap a time to adjust it. Toggle the option off to send notifications immediately.

4. Click Save to save your preferences.