General
Job reference numbers
The pattern is the number on new jobs. Tokens are{SEQ}, {YYYY}, {YY}, {MM}, and {DD}. If {SEQ} is missing, it is added for you. Sequence padding is how many digits the number uses (1 to 10). Next sequence number is the next job that will be created. The preview updates before you save.
Estimates on jobs
Allow estimates on jobs lets you attach an estimate to a job that already exists. Off means estimates stay separate until you convert one into a job.All-day visits
Allow all-day visits on the schedule only shows when route planning is on for the workspace. On means a visit can cover a whole day instead of a clock time, so you can group stops and set the order for each person.Customer notifications
Send transactional job messages to customers who turned notifications off still sends scheduling messages (the visit itself) to someone who opted out of other mail. Off means those customers are skipped.Appointment confirmation
Ask customers to confirm visit times in Client Hub puts confirm and decline links in the scheduling email, and the same actions in Client Hub. The options under it only appear while this is on.Auto-create invoices
Create a draft invoice when a job is marked complete runs only when the job still has work that has not been invoiced. It will not create a second invoice for the same work.Reminders
Visit reminders only appear when WhatsApp messaging is on for the workspace. Send visit reminders messages the customer on WhatsApp before a one-off scheduled visit. Set Days before visit and Send at. Off means no automatic visit reminder. If WhatsApp is not connected, the card says so and nothing sends. Post-job thank-you & reviews emails the customer after the job is marked complete.
The thank-you subject and message are edited on this tab. Extra delayed follow-ups, separate from this, live under Automations.
Cost & materials
Job costing controls what the job screen shows. It does not change the customer’s invoice.
Expense categories are the labels when someone records a job expense (fuel, parts, permits). Removing a category leaves the old name on expenses already saved.
Templates
Add template pre-fills a kind of job: private notes, services and materials from the price book, checklists, visit length, how many visits, priority, and a default crew. Price book items cannot be edited on the template. You edit them on the job after the template is applied. Visit length sets the end time. The visit count seeds that many visits on consecutive working days. Deleting a template does not change jobs already created from it.Visit messages
This is the wording for scheduling emails and SMS: times, confirmations, proposed times, and cancellations. It is not the invoice email and not the estimate email.
On my way is saved separately underneath. Off uses the built-in on-my-way email and a short SMS. On lets you edit that message only.
{eta_note} is the arrival note the person on the job types. Changing on-my-way wording does not change the scheduling SMS.