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These settings define when messages are sent, which channels are used, and how customer consent is handled. All changes apply to future notifications only.

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Communication Channels

Estizee supports multiple customer communication channels. Each channel can be enabled or disabled independently based on your business preferences. Supported channels include:
  • SMS (text messaging)
  • Email
Messages are triggered automatically by system events according to your configuration.

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SMS Notifications

SMS notifications are designed for time‑sensitive communication and high open rates. Common SMS events include:
  • Quote sent
  • Appointment confirmation
  • Appointment reminders
  • Job completion notifications
SMS messages are only sent to customers who have explicitly provided consent.

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Email Notifications

Email notifications provide detailed communication and documentation. Common email events include:
  • Quote delivery
  • Invoice delivery
  • Payment receipts
  • Job confirmations
Email messages include business branding and structured information for record‑keeping. Customer consent is required before sending SMS messages. Estizee enforces:
  • Explicit SMS opt‑in
  • Proper consent tracking
  • Compliance with carrier and messaging regulations
Customers who do not provide consent will not receive SMS messages and will continue to receive email notifications only.

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Message Timing & Triggers

Notifications are sent based on system events rather than manual actions. Examples include:
  • When a quote is created or shared
  • When a job is scheduled or updated
  • When an invoice is issued or paid
This ensures consistent communication without requiring manual follow‑ups.

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Best Practices

  • Enable SMS for critical time‑sensitive updates only
  • Use email for detailed or transactional communication
  • Review messaging content periodically for clarity
  • Avoid excessive notifications to prevent customer fatigue
When configured correctly, Notifications & Messaging help keep customers informed, reduce missed appointments, and streamline communication without manual effort.