Clients & getting paid

Automatic customer emails

The emails SwardOps can send your customers for you — all off by default.

Settings → Customer notifications holds the master switches for the automatic, white-label emails SwardOps can send on your behalf. Everything is off by default — turn on what suits your business, and opt individual customers out on their page.

  • Day-before visit reminders — "we're visiting tomorrow, please leave access".
  • Crew on route — "our crew are on their way" when the crew taps on-route (opt-in per customer).
  • Visit reports — a summary with photos the moment the crew completes (you choose whether times are shown).
  • Review requests — a Google-review ask the day after a completed visit (needs your review link; max one per customer per fortnight).
  • Payment thank-you — "thanks, all settled" the moment an invoice is paid, however it was paid.
  • Quote-accepted confirmation — "you've accepted, we'll be in touch" when a customer accepts online.

Every email carries your logo and name, and replies go to the address you set.