Each module allows you to send automated messages via email or SMS to chase customers, suppliers, or colleagues at your business.

They can be triggered to send immediately when a Quotation, Job/Sales Order, Invoice, etc., moves to a new status, which is ideal for building automated processes.

Additionally, they can be set up to send after a set number of days or on a date - for example, to chase quotations, payments, PO acknowledgements, etc.

Examples are:

Follow up a quotation with the customer

Chase a supplier to acknowledge a Purchase Order

Escalate when a supplier has not responded

Letting a customer know their order is ready for dispatch (on a Job/Sales Order)

Letting a customer know their order has been dispatched when the supplier updates a PO

Letting a customer know their order has been dispatched and include an item list (Delivery Notes)

Creating an Automated Message to Chase Invoice Payment

Creating chaser email/SMS from an eForm to customer

Set up SMS Messaging