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Customer Comms & Reviews

Keep customers in the loop automatically: confirm bookings, remind them the day before, tap "on my way" from the round, and ask for a review after the job — by email, text message (SMS), or both.

What it does

Quickie can message your customers at the right moments, with no effort from you:

  • Booking confirmation — sent when you book a job (date, service, price).
  • Day-before reminder — sent the evening before the job.
  • "On my way" — a one-tap nudge from the round telling the customer your ETA, with a link to track their live ETA on the customer hub.
  • "Running late" — a heads-up when the day has slipped, with the new ETA. Send it by hand from the round, or let Quickie send it automatically when you complete a job that's pushed later stops past their time.
  • Review request — sent a little while after a job completes, with a link to your review page, and it tracks who clicked.
  • Payment reminders — gentle chasers for overdue invoices (see Payments & receipts) follow the same channel rules.

Each message goes out by email, text message (SMS) or both, following the customer's Preferred messages setting on their contact record. All of these are opt-in and only ever sent when the customer has an email address or mobile number on file.

Where to find it

  • Turn the features on: Avatar menu → Settings → Communications (/dashboard/settings?tab=communications). Owner-only.
  • Choose a customer's channel: their contact form → Contact detailsPreferred messages.
  • Send "on my way": Schedule ▾ → My round (/dashboard/today), on each job card.
  • See what's been sent: any contact's page — it appears on their activity timeline.

Step by step

Turn on booking confirmations & reminders

  1. Go to Settings → the Communications tab.
  2. Tick Booking confirmations & reminders.
  3. Click Save settings.

From now on, booking a job for a customer with an email or mobile number sends them a confirmation immediately, and a reminder goes out automatically the evening before the job.

Confirmations are sent for jobs scheduled today or later — not for back-dated jobs you log after the fact.

Turn on text messages (SMS)

  1. In Settings → Communications, tick Text messages (SMS).
  2. Click Save settings.
  3. On each customer who'd rather be texted, open their contact form and set Preferred messages to Text message (SMS) or Email + text message (in Contact details, next to the postcode). They'll need a mobile number on file.

With SMS on, every automatic message — confirmations, reminders, on-my-way, running-late, review requests and payment chasers — goes out as a text to customers who prefer it. UK numbers are handled automatically (07700 900123 works as-is).

Texts count toward your plan's monthly message allowance, just like emails. A customer set to Email + text message uses two messages per send. If a text can't be sent (no mobile number, or SMS switched off), Quickie falls back to email rather than staying silent — and vice versa.

Turn on review requests

  1. In Settings → Communications, tick Review requests after a job.
  2. Two fields appear:
  • Review link — paste the web address where customers leave reviews (your Google Business "review" link, Trustpilot, etc.). Must start with http:// or https://.
  • Delay (hours) — how long after a job finishes before the request is sent (e.g. 24).
  1. Click Save settings.

When a job is completed, Quickie queues a review request for that customer. After the delay, it sends them a "How did we do?" message with your review link. If they click it, you'll see the request marked Clicked on their timeline.

Send an "on my way" message

  1. Open My round and find the job.
  2. On the card, tap On my way and choose an ETA: Now, ~15 minutes, ~30 minutes or ~1 hour.
  3. The customer gets a message letting them know you're on the way and roughly when to expect you. You'll see "Let [name] know you're on the way".

The On my way button only appears on jobs that aren't done yet and where the customer has an email or mobile number. To avoid spamming, you can only send one "on my way" per job every 30 minutes.

Send a "running late" message

When the day slips, My round flags a stop as late (its ETA turns amber with "Nm late") and shows a Running late button on the card. Tap it to send the customer "we're running a little behind, now expecting to reach you around HH:MM", with a link to track their live ETA. Same rules as "on my way": only when the job isn't done and the customer is reachable, throttled to one per job every 30 minutes.

Automatic running-late notes (optional). Turn on Auto "running late" heads-up in Settings and Quickie will send these for you: each time you complete a job, if the day has slipped and later customers are now past their booked time (a fixed time or window), they get a brief running-late note automatically (still throttled). Leave it off to send them only by hand.

See what's been sent

Open any customer's page. Their activity timeline shows entries like:

  • Booking confirmation sent
  • Reminder sent
  • "On my way" sent
  • "Running late" sent
  • Review request — with a status badge (PendingSentClicked)

What each screen shows

  • Settings → Communications — the Booking confirmations & reminders, Text messages (SMS), Auto "running late" heads-up and Review requests after a job toggles; when reviews are on, the Review link and Delay (hours) fields.
  • Contact form → Contact details — the Preferred messages choice: Email, Text message (SMS) or Email + text message.
  • Round card (My round) — an On my way ▾ button with the ETA options, and a Running late button when a stop is behind.
  • Contact timeline — confirmation / reminder / on-my-way / running-late / review-request entries, newest first.

Tips & good to know

  • No contact method, no send. Every customer message needs an email or mobile number on the contact — add one on their page to enable comms for them.
  • Sensible fallback. If a customer prefers texts but has no mobile (or SMS is off), the message goes by email instead — nothing is silently dropped.
  • Owner-only setup. Only an owner can change these settings; any team member can tap "on my way" on the round.
  • Reviews need a link. If you switch reviews on but leave the Review link blank, requests are skipped (you'll see nothing sent) — paste your link to start them flowing.
  • Reminders go out the evening before (around 17:00 UTC) for the next day's jobs.
  • Watch the allowance. Your plan includes a monthly message allowance (see Settings → Plan & billing); each email and each text counts as one message.
  • These run on Quickie's automatic schedule — see the Automation guide. Owners can check they're running on the Automation card in Settings.

Troubleshooting

  • No confirmation arrived — check the customer has an email or mobile, the Booking confirmations & reminders toggle is on, and the job is scheduled for today or later. In development, emails and texts print to the server console rather than actually sending.
  • No text arrived, but an email did — the customer's Preferred messages is set to Email, they have no usable mobile number, or Text messages (SMS) is switched off in Settings.
  • "On my way" button is missing — the job is already done, or the customer has no email or mobile.
  • "Running late" button is missing — the stop isn't behind (no late flag), the job is done, or the customer isn't reachable.
  • No automatic running-late messages — the Auto "running late" heads-up toggle is off, or no later stop is far enough past its booked time. The auto-send only fires when you complete a job.
  • "Already sent in the last 30 minutes" — the on-my-way / running-late throttle; wait a bit or just call them with the Call button.
  • Review request says Skipped — reviews were off, there's no review link set, or the customer lost their contact details when the request was due.
  • Review request stuck on Pending — it's waiting for the delay to elapse; it sends on the next hourly run after that.

Related guides

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