Automatic Client Reminders/Email Scheduling
Beatty W
Just some feedback, I would like to be able to schedule emails to clients via Jetpack. For example, in our line of work (CPA firm) we have to contact out clients on a regular basis (weekly, monthly, quarterly, annually) for the same thing every time. It would be great to be able to set up an email schedule that coincides with the job where Jetpack automatically emails the client the request.
Beatty W
Merged in a post:
Customizable Document Request List and Direct Upload to Jobs
S
Square Opossum
I would like a feature that allows us to create a customizable document request list that can be sent to clients. This would streamline the process of gathering necessary documents. Additionally, it would be beneficial if clients could upload documents directly into the job, rather than just to their profile. This would enhance the efficiency of document management within the job workflow.