Automations and notifications

27 October 2026

Built-in automations: what is on by default and how to change them

Where to find them Click Automations in the menu on the left. Under My Automations, the built-ins are grouped as Estimates, Invoic...

27 October 2026

Email and text notifications to customers

What your customers get, step by step WhenEmailText They send a requestJob request submitted, confirming you got it. Always on.Non...

27 October 2026

Set up your email templates and sender details

1. Choose who your emails come from Go to gear icon → Business Information. The Business email address card holds the address your...

27 October 2026

How automations work

Before you start Set up your email templates and sender details. Set your working hours in gear icon → Business Settings → Working...

27 October 2026

Why a customer didn't get an email or text

Check History first Click Automations in the menu on the left, then the History tab. History opens on yesterday and today. Change...

Account and billing

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