Start free trial

Communication

The inbox, mailbox and texting, templates, broadcasts and notification rules, the daily summary email, job-site weather, storm center and the AI receptionist.

29 lessons · 29 min
Start course
  1. 1Communication: overviewOverviewComing soon
  2. 2Storm center: a tourPage tourComing soon
  3. 3How to activate storm modeHow-toComing soon
  4. 4How to work through the storm-prep checklist and mark a job securedHow-toComing soon
  5. 5How to end storm mode (all clear)How-toComing soon
  6. 6Inbox: a tourPage tourComing soon
  7. 7Job-site weather: a tourPage tourComing soon
  8. 8How to change the wind threshold or refresh the forecastsHow-toComing soon
  9. 9Outbox: a tourPage tourComing soon
  10. 10How to find or export a message in the OutboxHow-toComing soon
  11. 11How to send a message to a customer contact or an employeeHow-toComing soon
  12. 12Why did a customer or employee not receive an expected messageHow-toComing soon
  13. 13Mailbox and texting: a tourPage tourComing soon
  14. 14Templates: a tourPage tourComing soon
  15. 15What are message templates and how do I edit oneHow-toComing soon
  16. 16How to create a new message templateHow-toComing soon
  17. 17Broadcasts: a tourPage tourComing soon
  18. 18How to send a broadcast to many people at onceHow-toComing soon
  19. 19Notification rules: a tourPage tourComing soon
  20. 20What are notification rules and how do I turn one on or offHow-toComing soon
  21. 21Daily summary email: a tourPage tourComing soon
  22. 22How to set up the daily summary email (time, time zone, who gets it)How-toComing soon
  23. 23Notifications: a tourPage tourComing soon
  24. 24How to get alerts on my phoneHow-toComing soon
  25. 25Staff alerts: a tourPage tourComing soon
  26. 26AI receptionist: a tourPage tourComing soon
  27. 27How can staff preview what a customer sees in the portalHow-toComing soon
  28. 28How does a customer accept a quote in the portalHow-toComing soon
  29. 29How does a customer request a service (pickup, erect, modify, inspection)How-toComing soon