Communications

Email templates, SMS, IMAP, notifications.

The Communication Chain: From Confirmation to Review Request
Updated 1 hour ago emailtemplatessmsautomationreviewsnotifications

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.

Setting up email (SMTP)
Updated 4 hours ago emailsmtpsetupdeliverability

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.

Setting up IMAP — turning customer replies into actions
Updated 4 hours ago emailsetupimapinboundcommunications

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...

Customizing the invoice email template
Updated 1 day ago emailtemplatesinvoicesbranding

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.

Email deliverability — fixing 'going to spam' issues
Updated 4 hours ago emaildeliverabilityspfdkimdmarctroubleshooting

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.

Customizing the appointment confirmation
Updated 4 hours ago emailtemplatesappointmentsscheduling

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.

Setting up SMS via Twilio
Updated 4 hours ago setupsmstwilioappointmentscompliance

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.

SMS templates for past-due reminders
Updated 4 hours ago smstwiliocompliancebillingar

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.

Working the Work Queue
Updated 1 minute ago appointmentspermissionsschedulingrenewalscallsfollow-upswork-queue

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,...

Follow-up Survey Calls
Updated 7 hours ago automationreviewsfollow-upssurveysqualitywork-queue

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...

Making Calls From Suprata (And Why You Press 1)
Updated 1 day ago twiliotroubleshootingphonecallsvoicemail

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.

Running a Help Desk with Tickets
Updated 4 hours ago permissionscustomer-portalticketshelp-desksupport

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.