Help / Clients and payment

Client emails and texts

Settings → Notifications. Edit the emails and texts clients get as a job moves from booking to report. Turn a message off if you do not want it sent.

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1. Step 1

   Open Settings → Notifications

   The tab is labeled Notifications. The screen heading is Client messages. Each card is a job step: someone requests an inspection, a job is booked, an invoice goes out, the agreement is signed, payment comes in, the report is ready but held, the report is ready, and ask for a review. Email sends through Inspecta Home. Texts go to the client phone.

2. Step 2

   Pick Email or Text

   Open a card. If that step has both channels, use the Email / Text tabs. A badge on the card shows which are on. The first two steps start open; the rest stay collapsed until you tap them.

3. Step 3

   Click a chip, then save

   Tap a green chip (client name, property, fee, date and time, pay link, review link) to drop it at the cursor. Do not type dollar codes by hand unless you want to. Preview uses a sample job so you can read what the client will see. Save email or Save text. The text message field shows a character count and warns you if it may send as more than one.

4. Step 4

   Turn a message off

   Uncheck On if you do not want that email or text to send. The wording stays saved so you can turn it back on later. Off shows on the card badge.

5. Step 5

   See what already went out

   Open Queue, or use See recently sent messages on this screen. That list is outbound mail and texts for the firm — not the templates. A queued item with no recipient usually means the job is missing the client email or phone.