Message Customers Popup
How to email and text customers from one popup: choosing how they’re sent, using your templates, seeing who gets what, previewing each message and sending.
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Help for Shared Popups in Work Planner.
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Print Documents Popup
How the Print documents popup works: picking a template you print and previewing each copy for your own jobs and customers before printing.
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How to send the texts an automation leaves for you to send from your own phone, and how SMS credits work when they go through Work Planner instead.
Read article: Send Texts From Your Device PopupEmail Worksheet Popup
How to email a worksheet to your team with the Email Worksheet popup, and where to go to email customers instead.
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How the generic selector popup works for choosing customers, jobs, services, payment methods, invoices, and other linked records.
Read article: Model Selector PopupAddress Lookup Popup
How the Address Lookup popup works, when it is available, and what happens when you use a selected address.
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