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- Managing Leads & Inquiries
- Adding Customer Inquiries
- Website Lead Capture Form
- Display Contact / Lead Capture Form
- View Inquiry Details
- Edit Inquiry Details
- Deleting Inquiries
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- Booking Dashboard Overview
- Create a New Booking
- View / Manage a Booking
- Edit Booking Details
- Set Up Recurring Bookings
- Delete a Booking
- View Booking History Log
- Export Booking to PDF
- Handle Multi-Address Bookings
- Find Fieldworker Availability
- Fieldworker Rescheduling Automation
- Proximity-Based Scheduling
- Assign Multiple Fieldworkers
- Accept Booking for Fieldworker
- Approve Fieldworker Changes
- Push Booking to Google Calendar
- Transfer Booking Ownership
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- Invoice & Billing Overview
- View an Invoice
- Edit Invoice Breakdown
- Change Invoice Number
- Claim Invoice Ownership
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- Scheduling and Dispatching
- Calendar Month View
- Calendar Week View
- Calendar Day View
- Calendar List View
- Customer Management & CRM
- View Customer Profile
- Customer Activity Timeline
- Customer Account Statement
- Fieldworkers & Subworkers
- Fieldworker Management
- Add Fieldworkers
- Bulk Manage Fieldworkers Lists
- Fieldworker Industry Label
- Fieldworker Booking Summary
- Fieldworker Activity Log
- Booking Settings Configuration
- Fieldworker Job Assignment Methods
- Fieldworker Permissions
- Fieldworker Profile Customization
- Customer Profile Customization
- Customer Dependents / Properties
- Importing Customer Dependents
- Managing Booking Status
- Managing Booking Complaints
- Lead Sources List
- Decline Job Request Form
- Booking Property Types Setup
- Label Management
- Creating Forms & Checklists
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
Send material to a mailing list
When you have created or integrated your own mailing list, you can now send material to all customers on the mailing list. To do this:
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- Go to Settings.
- Select ‘communications’ Settings from the sidebar menu.
- Click on the Mailing List
- Click ‘Send SMS’.
- Choose the mailing list you want to email from the drop down box.
- Choose an ‘SMS template’ from the list or type an email.
- Enter ‘SMS preview’.
- Press ‘Send’.
