You can configure Yardbook to automatically send an email to your customer when a job is completed. By default, this feature is turned off. You can enable it at the customer level so that only selected customers will receive this notification.

Enable Jobs Notification

To enable the notification for a customer, first navigate to the Customers List Page.

customersList

If the customer has an email address, you will see a grey envelope icon next to it. Click on this icon.

autoEmailIcon

Select ‘Yes’ to enable the auto email notification.

enableAutoEmail

Once you’ve enabled this feature for a customer record, the icon will change to green.

autoEmailIconGreen

You are done at this point. Each time you set a job to the “Completed” status, this customer will receive an automated email notification.

Customize the Email Message

If you don’t like the default email message, you can modify the email template to your liking.

Navigate to the Company Settings Page, and click on the “Update email templates” link.

editEmailTemplates

Continue to update the email template named: Job Completion Email. Be sure to save your changes when you are done.

You can also use a number of placeholders in your email template to make your messages more personalized for each job.

Simply insert one or multiple placeholder(s) into your email template.

  • [customer_name]
  • [customer_address]
  • [company_name]
  • [company_phone]
  • [company_primary_contact_name]
  • [company_primary_email]
  • [customer_catalog_link]
  • [job_description]
  • [job_address]
  • [job_notes]
    • When you add a note to your job, make sure the “Add to job completion email” flag is checked. The system will add this type of notes to your email message.
  • [job_before_and_after_photos]
    • If you have added photos to this job, a customer accessible link to the Before & After Photos Page will be added to the email.
  • [job_product_service_descriptions]
    • If you’ve added products/services to the job, this placeholder will bring over the product/service descriptions defined in your product catalog.

Check if Email was Sent

If you are unsure that an email has been sent for a particular job, you can check in the Job’s Details Page. If an email has been sent for a job, it should have a “Email Notification Sent” date displayed right below the customer’s email address.

You can click on the email date link to view the original  message.

editNotificationSentVerify

Turn off the Notification

You can turn off email notification by going to the Customers List Page.

Click on the green icon next the email address.

Then, select “No” to disable the auto notification for that Customer.