We currently have over 60 different emails triggers in the system, designed to cover a multitude of situations that you may find yourself in while using the system. Just a few examples are: Payment Receipts, Estimate Emails, Booked Job Emails, and even Sales Emails.

The current list of automated triggers can be found below, grouped together by function/similarity where applicable. Note: When you first sign up we provide a basic suite of emails, however, this article will touch on all current triggers, not just the basic ones set up for your company's system.

For clarity: Item Type is the email trigger set to send out the associated email.

When speaking with a customer (whether through phone, email, or other means) and you leave an Event Note on their estimate - selecting one of the options listed above, for either Outcome or Source, will send an email to the address listed for that customer (if there's an email on file). Note: Once you reach Step 2 of the estimate process, the option to leave an Event Note will become available at the bottom of any step. Example shown below.

Another note about leaving Event Notes on customers' estimates: The note itself is a two-part setup. The first part of the trigger is what you select in the Source/Outcome and the second part being whether you've selected Pending Job or Not Interested at the bottom.

Using the example screenshot below, you would get the email trigger for Spoke With-Pending Job.

The exception to the above would be Client's Estimate Link. This trigger is activated by clicking the Send button under the Email Column of the Estimates Tab of their Account Data, pictured below.

Similar to the group displayed above, this list of triggers is for when you failed to reach the customer via phone call. These are also triggered by the appropriate Outcome/Source selected from the dropdown list when leaving an Event Note.

These are all triggers to show, when leaving your event notes, that the client isn't interested in your services. In addition to sending the appropriate email, it also takes that estimate out of the automatic follow-up cycles within your MoveitPro system.

When you schedule a Survey, using the appropriate button on Step 1 of the estimate, it'll send out the information about that scheduling to both the client Confirmation of Survey and the employee scheduled to do the actual survey - Survey Task.

When the customer agrees to your services, and you follow the full scheduling process, it will trigger one of the above emails to confirm for the customer, that they are booked on your calendar.

As part of the scheduling process, you're able to confirm the arrival time of the crew with the client. When you click the checkbox that says "Confirmed" and click save at the bottom of the scheduling pop-up, it'll send an email out to the client. Picture of the Confirmation box displayed below.

When you assign your crew to the jobs in your system, they can be notified (if they have an email on file in their HR Profile) ahead of time.

Additionally, if you set up the Unscheduled Employee Email, they'll be informed when they're no longer assigned to a particular job.

When you assign the crew to the job, using the dispatch page, the customer will be notified via email of the crew coming out to meet them. This includes a picture, and a quick "get-to-know" for each crew member assigned to the job.

If there's information that you would like to send out to the client prior to their scheduled move date, this email trigger allows you to do so. Whether it be checklists, reminders, links, or what-have-you, this gives you that ability to keep in the touch with the customer about their move automatically. Though all of our emails can have a delay set (in hours) so you can stagger out emails using the same trigger, this trigger is unique in that it's based on the delay set before the scheduled move date (the primary service date, if it's a Multi-Day estimate). Example: Delay of 24, would have this email get sent out 24hrs before move day.

If the customer contacts you to reschedule the move, and you reschedule them within the MoveitPro system, they will be informed by the above email trigger.

When your crew presses the "En Route" button in the MoveitPro app, an email gets sent out based on whether they're on the way to a Job or a Survey/In-Person Estimate.

When the crew submits the digital copy of the BOL it will send the customer their own copy of the BOL - this is the Completed Job Email. Additionally, when the office staff close out the job on the Invoice page for that move, it'll send the client their own copy of the final invoice for their records - this is the Job Completed Emails.

This email will send out to specified recipient, designated in your Company Settings -> Branch Settings. Whenever a BOL is submitted, that email address will be notified by this email trigger. Screenshot of where to update the recipient email below.

When the job is closed out in the system, it'll send an email out to the customer to review your company using the Review Link trigger.

If your client is unable to find that email, or you want to send it them yourself, for any reason, you can do so by going to the Estimates Tab of their Account Data and clicking "Review Link" - this uses the Manual Review Link trigger. Example shown below.

When taking payments in the MoveitPro, it'll send the Payment Notification email with a receipt of the amount paid, so the client is able to keep up-to-date with the charges on their end. On the other side of that coin, when refunding payments in the system, it'll send out a similar notification using the Refund Payment trigger.

Whenever your system receives a lead, whether it be from a lead provider, your own custom webforms, or from the webforms that we provide here at MoveitPro, the potential customer receives an email to let them know that the request was received, and prompt them to provide more info, if possible. This done by the New Online Estimate Request trigger.

A similar notification email will be sent out to the company's email to inform them of the request being submitted, in addition to the Urgent Notification located at the top right of your system - this is from the Alert of New Online Estimate Request.

If you have the Esign option turned on for estimates, and a customer signs their estimate through their email link, this will trigger the above email to send to your company's inbox, helping to update you on the status of that customer and assist in getting them booked ASAP after signing.

Customers are able to request a different date for their move, other than the one currently listed on the estimate. It is important to note, that they can't actually reschedule themselves, you still need to do that on your end, but this will notify you, via email, if the client has requested a change in date, as well as, send a confirmation to the client that the request was submitted - if both triggers are set. This is all in addition to the Urgent Notification that appears at the top right of your system.

When setting up a customer for storage in your system, this suite of emails assist in informing them of the status of their storage account within your system.

When you first create an employee in the system, and add an email on file, this email will be sent out to the provided email address. If you have a welcome letter that you'd like to have sent out to new employees as you create their profiles, this would be the trigger to use.

When you add a new potential customer to your system, using the "New Prospect" button, this will send an email out to the client, as long as there's an email address added. This can useful, if you want to have a welcome letter of sorts for your new prospects.

When you create an estimate for a potential customer, but don't schedule them immediately, these emails will be triggered to send out to that prospect. Depending on the delay set, it'll wait until a certain time has based before sending these out, hopefully helping keep you in your prospects' minds and garner more business.

Whenever a customer fills out the Claim Form provided by MoveitPro, it will send an email out to the client confirming that the Claim has been filed with your company. To put the Claim Form on your website, you can access it under Manage -> Company Branding -> Claim Form Tab. Picture guide below.

With this email trigger, whenever a payment is recorded towards a claim from the customer, this will send out a confirmation email of that payment. This would normally be for cases where a deductible must be paid for a certain level of valuation coverage.

When a task assigned to an employee is nearing its due date/time, they'll be reminded via email with this email trigger. This is in addition to the Urgent Notification that displays at the top right of the system.

If you choose to our HR features in the system, this includes the ability for your employees to request time off. When they submit the request for time off, and it is either approved, or denied, the employee will get an email based on the result. Pictures on how request time off, and how to approve/deny, shown below.

On the Time Off Request page, click the date, on the calendar, that you would like off. Once clicked, you'll see the following pop-up.

When "Confirm" is selected, any employee with the proper HR permissions, will get an Urgent Notification about the request. Note: For each day that you would like to request off, you must select it individually, at this current time, you cannot request more than one day off at a time.

Those with HR Permissions can access the Urgent Notification, or access the Employee Time Off calendar, under Schedules on the lefthand navigation bar.

Using either method, you'll see a calendar with any days that have requests for time off have text in them, whereas any dates that don't have any requests will be blank.

To approve or deny the time off request, you click the "Requests" button located at the type right. On the following pop-up, simply click the button that fits the situation.

This email trigger is tied to a report that was created for the system called Estimates Information. When that report is set up to be used, the system will prompt you if you would like to send the appropriate email out to the client, based on your Event Note, scheduling, etc. If that email, for any reason, is not created in your system, then this email will be sent instead, as a back-up (assuming it has been created in your system).

The function of this, is to properly record on the report when the customer received a copy of their estimate.