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How Do I Send a Reminder without An Email Address?
How Do I Send a Reminder without An Email Address?

So you have a customer without an email address? Here are some options for sending them reminders via the software.

Nilesh Sujan avatar
Written by Nilesh Sujan
Updated over 2 weeks ago

Option #1: βœ‰οΈ Send them a letter

It is possible to generate a reminder letter for your customer via the software, here's how you can do it:

  1. Navigate to the "Job Addresses" Section
    In the top navigation bar, locate and click on "Job Addresses".

  2. Locate Customers Job Address
    Locate the job address by either scrolling or searching and open it up

  3. Select letter type
    Select the appropriate letter type for that job address.

  4. Download or Print

    You can either download the letter to print it later or print it immediately. Once printed, place it in an envelope, affix a stamp, and send it.

Option #2: πŸ“± Set up automatic SMS text reminders

If you have a contact number, the software supports the use of text messaging. These are sent automatically in the same way emails are.

For detailed instructions on how to do this, please see our article: How Do I Setup SMS Reminders?

Option #3: πŸ“ž Give them a call

If you have their phone number, this may be the simplest and easiest option for you.

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