It is good practice to send reminders to customers about upcoming appointments or assignments and to follow up with them after sending an estimate or invoice. Ensuring consistency in the content and timing of these messages helps your business run more efficiently by preventing conflicting messages and ensuring none are forgotten.
Fielder provides tools to set up Automated Message Series for:
Job Assignment reminders
Estimate follow-ups
Invoice follow-ups
This article explains how to configure these automations.
Note: Your organization's Fielder account may not have this feature enabled. If you do not see the Automated Messaging option under Settings, check with your account administrator or contact Fielder support.
Automated Message Series Overview
Each of the three automated message series is optional, and you can configure them independently. Each series allows you to create up to five message "events," each with its own:
Schedule (timing relative to the triggering event)
Message content
Delivery method (email or text message)
In other words, you can set up up to five distinct messages to be sent at different times based on the relevant event.
Job Assignment Reminders
The timing of Job Assignment reminders is based on the Job Assignment’s start date. For each event in the series, you specify:
The message content
The number of hours or days before the Job Assignment start date that the message should be sent
The recipient (Job site contact)
Important:
Messages will only be sent if a valid email or mobile phone number is provided for the Job site contact.
Reminders will only be sent for confirmed Job Assignments. No reminders will be sent for tentative assignments.
Estimate Follow-Ups
Estimate follow-ups are scheduled based on when the Estimate was sent.
The schedule is always expressed as the number of hours or days after the Estimate was sent.
Follow-up messages will stop once the Estimate is accepted or the customer replies.
Invoice Follow-Ups
Invoice follow-ups are scheduled based on the Invoice due date.
The schedule is always expressed as the number of hours or days before the Invoice due date.
Follow-up messages will start sending after the Invoice is sent.
Messages will stop once the Invoice is paid or the customer replies.
Using Placeholders
The subject and message body support placeholders, which act as template variables that automatically populate with data when the message is generated.
For example, inserting the "Customer name" placeholder will replace it with the actual customer’s name when the message is sent.
Message Preview and Cancellation
Before an automated message is sent, you will have the opportunity to preview and cancel it.
Pending messages will appear in your inbox.
Each pending message will include an option to cancel it if necessary.