Sample batch jobs

 

H2OS is installed with these sample batch jobs, which you can run to test the feature (after viewing, cancel outputs from being transmitted or printed).

 

 

 

 

 

Job Name

 

 

Description

 

Comments

Next week schedule notifications

Sends reminder notices to customers on the work schedule within the next 'x'  (7 by default) days of "today"

 

Email notes are sent to customers with email addresses on record, and mailing labels are printed for all other customers

 

The default is 7 days, but you can change this to any number of days.

 

 

 

Estimate follow-up

 

Sends a thank you to people given estimates within the last 'x' (default 7) days.

 

Email notes are sent to customers with email addresses on record, and mailing labels are printed for all other customers

 

 

 

 

 

Job completed follow-up

 

 

 

Sends a thank you to customers for whom jobs where completed within the last 'x' days (default is 7)

 

Email notes are sent to customers with email addresses on record, and mailing labels are printed for all other customers