Moving a job on the calendar never tells the customer anything: the move’s note says Customer not notified., so you can shuffle the week as much as you like. Once the date is set, press Notify customer in the job page’s Schedule card. It shows exactly who gets what before anything goes: an email to the customer’s address on file, and a text to their phone when they have agreed to texts, plus any project contacts who follow job updates. A channel that will not go says why, for example No email on file, Customer hasn’t agreed to texts, Texting isn’t set up yet, Turned off for this customer (this message is unticked on the customer’s record) or Turned off in Settings > Notifications. A customer with automatic notifications off, which is every customer brought in from QuickBooks or Xero, still gets it, because you pressed the button; the confirm says so above the message. Their day-before reminders and en route texts stay off. Below that is the message itself: “You’re scheduled with Sullivan Electric on Tue Nov 18 at 9:00 AM for Panel upgrade.” An all-day job reads as just the day, and a job with an arrival window reads “between 8 and 10 AM”. Press Send.
The Schedule card then reads Customer notified Nov 13 for Tue, Nov 18, 9:00 AM and the button becomes Notify again. Move the job afterwards, change its window, or take it off the calendar and nothing is sent; the card turns amber with Customer was told Tue, Nov 18, 9:00 AM. Notify again?, and the job’s calendar card and its row in the job list carry a small amber dot with the same sentence when you hover it. Press Notify again to send the new date. A customer’s estimate visit page and a lead’s estimate visit have the same button; the message says “for an estimate visit”. Sending it takes Create and schedule jobs (a visit takes Create and send bids, a lead’s visit Manage leads); a technician who can only move jobs through their statuses does not see it. The day-before appointment reminder, the en route text and the job completed text are unchanged.
- Click Notify customer under Schedule, check who gets what, and click Send.
Notify customer: the job page's Schedule card with the button, the confirm that shows each channel and the message, and the notified line after sending.