Messages and automationsAn automation that did not send, your text number, review requests, Mailchimp syncScheduling and bookingsNo inspector covers an address, auto-assign picking wrong, moving a booked jobReports and the client portalWhat your client and their agent can see, repair addendums, custom fields
Quick fixes
A few problems are solved by one control in the dashboard rather than an explanation.My client cannot open the reportReports lock until payment or signature. Release one with the manual overrideCheck whether a message actually went outAutomation tracking lists what was sent, and whenSend yourself a test before it reaches a clientTest the email and text from the automation itselfNot sure the report savedGreen means saved. The app keeps working offline until you have signalRatings show on a state formTurn ratings off for the templates that should not carry them