How do I communicate with customers?

Here's the best part - getSoapy can take care of contacting customers for you! You can also send your own message via the customer portal.

Automatic messages/notifications

getSoapy can send automatic SMS and email messages to your customers when:

  • they request a quote
  • you send them a quote (estimate or cost breakdown)
  • you send them a message about their quote
  • you add them as a new customer (welcome message)
  • their job has been scheduled
  • their job due week is updated
  • their job is due today
  • their job is marked as done
  • their job was skipped
  • they've been sent a message
  • their invoice is overdue

To select which messages are sent automatically, go to More > Customers > Notifications. You can also choose if these notifications are delivered, and how.

You can choose from the following options for how each message is delivered:

Don't send
No notification will be sent
Send by Email only
The notification will be sent by email if the customer has an email address.
Send by SMS only
The notification will be sent by SMS if the customer has a phone number.
Send by Email if available, or SMS if not
The notification will be sent by email if the customer has an email address, but if not, it will be sent by SMS. It will not be sent by SMS if the customer has an email address.
Send by SMS if available, or Email if not
The notification will be sent by SMS if the customer has a phone number, but if not, it will be sent by email. It will not be sent by email if a phone number is available.
Send by Email and SMS
The notification will be sent by both email and SMS if the customer has an email address and a phone number.

You can also customise the message templates in More > Customers > Message templates.

Send your own message via the customer portal

To send your own message, go to the Messages tab on the customer page. Enter your message and click Reply.

Customer messages

If the "Message sent" notification type is enabled, the customer will receive an SMS and/or email message telling them they've been sent a message in the customer portal. Email messages (if enabled) will also include a link to the portal.