What to expect emails
Email customers a week before an installation so they know how to prepare.
A week before an installation, FitterPal can email the people you notify on that booking with a short briefing: someone over 18 at the property, clear the windows, parking, pets, and how to get in touch if plans change.
It does not replace the day-before reminder. It is the extra note that stops a wasted first hour on site.
Here is how it works.
1. Enable the feature for your company
In Settings, under Features, turn on What to expect email.
2. Check you're happy with the email content
Open Manage what to expect email and check the subject and wording. Both start with a useful default. Clearing the wording stops the email. Clearing the subject puts the default subject back.
3. Tick it on the installation booking
On an installation booking, add at least one person under Notify with email selected, then tick Send a what to expect email. New installation bookings start with this ticked. Existing bookings stay off unless you tick them.
4. They get the email a week before
Seven days before the install, the people you notify get an email like this. It is also logged on the job as a sent email.
