This article describes how to select which notifications are sent to clients, and when those notifications are sent.
Setting up Automated Email Notifications
In Settings > Service > Customer Notifications, you can choose to turn on 3 types of automated confirmation emails:
Confirmation when a customer submits an anonymous service request. (Meaning the client scanned a project or item QR code and submitted a request via the form.)
Confirmation when a service appointment is scheduled, rescheduled, or a new technician is assigned.
Confirmation when a Service Case has been closed.
You can also choose to send emails from your connected email server (if you have an email sync set up) -- as opposed to sending the emails from Jetbuilt's server.
If you don't have an email sync set up, you can set the name that you'd like your emails to come from, and the reply-to email address.
Send Emails From:
Note that any emails sent from Jetbuilt's email server will show firstname.lastname@example.org as the 'From' address, but when a customer replies to an automated email notification, the reply will go to whichever email is set in the "From" field.
If you have email sync set up, it will use the name and email from the synced account.
Add a Logo:
You can also add your company's branding to these automated emails by uploading a logo here:
We recommend using a transparent background, and sizing it no larger than 200px tall and 400px wide.
Putting this all together, here's an example of how an outgoing email would look:
Hope this helps! If you have any questions, please feel free to reach out to us in Support!