Reminders, quote follow-ups & review requests

These three run without anyone remembering to press a button. All are opt-in per company, configured in Settings → Notifications, and send over email today — SMS joins automatically once carrier registration is live.

• Appointment reminders — the day before a scheduled visit, the customer gets a reminder with the date and time (or the arrival window, if you set one). Multi-visit jobs remind per visit. Never sends twice for the same visit.
• Quote follow-ups — a quote that's been sent but not answered gets a polite nudge with the quote link after a few days, and one final reminder after that. You choose both timings; follow-ups stop the moment the customer responds.
• Review requests — when a job is marked Completed, the customer gets a "How did we do?" email with your Google review link. Once per job, and never more than once per customer every 90 days, so repeat clients aren't pestered.

1. 1Open Settings → Notifications.
2. 2Toggle on the automations you want; for review requests, paste your Google review link (and an optional personal message).
3. 3For quote follow-ups, set the two reminder timings (defaults: 3 and 7 days).