Communications
Email templates, SMS, IMAP, notifications.
Every customer-facing message that fires automatically across an appointment's lifecycle — from confirmation through reminders through receipt to review request — and how to customize the cadence and tone.
Suprata's outbound email is what carries every invoice, appointment confirmation, and customer notification. Built-in or custom SMTP — here's how to choose, and how to make sure your mail actually lands in inboxes.
Outbound email is half the story. The other half is what happens when the customer hits Reply — and where that reply lands. IMAP polling closes the loop so customer replies become records inside Suprata, not lost message...
The default invoice email reads like a system notification. A 15-minute customization turns it into something customers actually open and act on. Here's how, plus the variables you can use.
When invoices and confirmations land in customers' spam folders, the problem almost always lives in DNS — not in your message content. Here's the diagnostic order and the three records that fix 80% of spam issues.
The appointment confirmation is the email that does the most work for you. Done well, it cuts no-shows; done poorly, it confuses customers. Here's the variables, the tone, and the mistakes to avoid in the wording.
Text messages get answered when emails get ignored. Add SMS for appointment confirmations and on-the-way alerts and your no-show rate drops. Here's the Twilio connect, the templates that work, and the compliance basics.
A text gets answered when an email gets ignored — but a past-due text crosses a tone line if you get it wrong. Here's the cadence, wording, and compliance basics for collecting on overdue invoices by text.
One list of every customer you need to reach: renewals, appointments to pin down, on-site jobs with no visit booked, calls, and follow-up surveys. How to set up views for each job you do, call one customer after another,...
Call customers a few months after a job (or roll your past jobs into the queue) to ask how it went, score the answers, and see which employees your customers rate highest. How to switch it on, what to say, what happens a...
How Suprata places outbound calls without exposing your staff's personal cell numbers, why you have to press 1 to accept, how to hang up mid-call, and what to do when your phone never rings.
How to run customer and internal requests as tracked tickets: the queue, claiming vs assigning, public replies vs internal notes, statuses and auto-close, and the per-category permission matrix that trips most teams up.