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🔃 Automation

2 min read

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  • 🚚 On Approach Notification - On The Way
  • 💬 Booking Confirmation (Manual)
  • 💬 Booking Notification (Auto)
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  • 📧 How to Create Email Templates
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    The Automation Settings section in Ascora Administration empowers you to optimize your daily operations by automating key communication processes. By configuring these features, you can schedule and dispatch notifications, follow-ups, and reminders automatically—ensuring that your customers receive timely updates and your team stays on track with internal processes. This functionality not only reduces manual workload but also improves consistency in customer interactions and operational efficiency.

    The guides below will help you easily locate and configure the specific automation features that best suit your business needs:

    📽 Watch the video guide ⤵


    Booking Automation


    💬 Booking Confirmation (Manual)

    💬 Booking Notification (Auto)

    🚚 On Approach Notification - On The Way

    Email & Reminder Automation


    📩 Received Email History - for Automatic Supplier Invoice Import or Job Import

    📝 Setting up Automated Reminders for Scheduled Jobs or Quotes

    Follow-Up Automation


    🔍 Creating Follow Ups for Completed Jobs

    🔍 Creating Follow Ups for Outstanding Quotes

    🔍 Creating Follow Ups for Overdue Invoices

    ⤴️ Follow Ups History


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