Which emails does Zaras send to customers?

Zaras sends thirteen kinds of customer email, all under your business name. Most go out on their own, but the documents go out only when your team sends them.

Sent when your team sends them

• Send invoice, Send estimate and Resend estimate.
• Invoice reminder, Estimate reminder and Payment receipt, when someone presses Send reminder or Send receipt.
• On my way, when someone taps On my way on a visit, while its switch in Customer notifications is on.

Sent on their own

These go out unless you switch them off in Customer notifications:

• Visit confirmation (the Visit confirmation or Anytime visit confirmation template) and Visit reminder.
• Estimate reminder and Invoice reminder, on the timing you pick.
• Thank-you after a job and Review request, after a job is completed.
• Estimate approved, a few minutes after the customer approves online.

Payment receipt also goes out right after an online payment while Auto-send payment receipts is on.

To stop one, turn a customer email on or off.

Estimate and invoice emails carry a View estimate or View invoice button. To change any wording, edit the template. Texting customers is not available yet.

Who can do this

Switching automatic emails needs Manage business settings. Owners and admins hold it by default. Others ask an owner or admin under Settings → Team & roles → Roles.