• Adding a Customer

  Adding a Customer GlassFlow keeps a searchable database of all your customers. Before creating a job, always search for the customer first — this keeps your records clean and links all their jobs together automatically. How to Add a Customer You can add a customer directly from the job creation screen, or from the Customers page. From the Customers page: Click + New Customer Fill in the details (see fields below) Click Save From the job creation screen: 1.Few readers

• SMS Opt-Out for Customers

  SMS Opt-Out for Customers GlassFlow can automatically send SMS messages to your customers when a job is scheduled or when a technician is on the way. Some customers may prefer not to receive these texts — here's how to manage that. Who Receives Automated SMS? SMS is sent automatically to retail customers only when: A job is scheduled (sends an appointment confirmation) A job moves to In Progress on the day of the appointment (sends a reminder) SMS is not sent to: BusinessFew readers