Pre-programmed messages add a personalized touch to your communications, help standardize the experience you offer your clients and save you a lot of time.
Manage pre-programmed messages:
From the "Messages" tab of your settings:
Create a message by clicking on "+Message" and save
Order the messages by pressing the 3 small lines on the left of the message and sliding down and/or up
Delete a message by clicking on the trash can to the right of the message line
Use a pre-programmed message:
You can send pre-programmed messages from 4 different areas in Plannit:
1) From the job space: by clicking on the message icon and choosing the desired message from the drop-down list.
2) From a visit: by clicking on the "En route" status to notify your client
3) In a route: when you would like to send a message to all clients on the route upon starting the route (i.e. please remove your cars from the driveway, etc.)
On a given route, click on "Start the route" in the "Actions" button
Click on "Send communications" and select the message from the list
4) In the "Comments" section found in each of Plannit's documents (i.e. jobs, invoices, quotes, visits, etc.):
Click on the message icon and select the message from the list
