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Communication

The inbox, mailbox and texting, templates, broadcasts and notification rules, the daily summary email, job-site weather, storm center and the AI receptionist.

29 lessons · 33 min
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  1. 1Communication: overviewOverview2 min
  2. 2Storm center: a tourPage tour79 sec
  3. 3How to activate storm modeHow-to55 sec
  4. 4How to work through the storm-prep checklist and mark a job securedHow-to58 sec
  5. 5How to end storm mode (all clear)How-to49 sec
  6. 6Inbox: a tourPage tour75 sec
  7. 7Job-site weather: a tourPage tour82 sec
  8. 8How to change the wind threshold or refresh the forecastsHow-to53 sec
  9. 9Outbox: a tourPage tour76 sec
  10. 10How to find or export a message in the OutboxHow-to57 sec
  11. 11How to send a message to a customer contact or an employeeHow-to53 sec
  12. 12Why did a customer or employee not receive an expected messageHow-to63 sec
  13. 13Mailbox and texting: a tourPage tour76 sec
  14. 14Templates: a tourPage tour79 sec
  15. 15What are message templates and how do I edit oneHow-to54 sec
  16. 16How to create a new message templateHow-to55 sec
  17. 17Broadcasts: a tourPage tour77 sec
  18. 18How to send a broadcast to many people at onceHow-to54 sec
  19. 19Notification rules: a tourPage tour79 sec
  20. 20What are notification rules and how do I turn one on or offHow-to55 sec
  21. 21Daily summary email: a tourPage tour83 sec
  22. 22How to set up the daily summary email (time, time zone, who gets it)How-to65 sec
  23. 23Notifications: a tourPage tour77 sec
  24. 24How to get alerts on my phoneHow-to56 sec
  25. 25Staff alerts: a tourPage tour78 sec
  26. 26AI receptionist: a tourPage tour75 sec
  27. 27How can staff preview what a customer sees in the portalHow-to53 sec
  28. 28How does a customer accept a quote in the portalHow-to54 sec
  29. 29How does a customer request a service (pickup, erect, modify, inspection)How-to53 sec