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Automatic reminders — never chase a customer twice

Autodots will message customers automatically through the lifecycle of a job, and surface the things you need to action on the dashboard. Here's exactly what's available, where to turn it on, and what's still on you.

Customer notifications (job lifecycle)

Settings → Notifications exposes the messages a customer receives at each stage of their job. Toggle per shop:

  • Job created — confirmation when a workboard card is opened for the customer.
  • Work started — sent when the card moves into In progress.
  • Inspection complete — sent when the inspection is done and items need approval.
  • Awaiting parts — sent if the job pauses while a part is on order.
  • Vehicle ready — sent when the job is marked Completed. The biggest "stops customers calling to ask" toggle.
  • Payment confirmed — sent when the invoice is paid.
Highest-impact pair: turn on Vehicle ready + Inspection complete. Together they replace most of the "is my car done?" phone calls.

Estimate automations

Settings → Notifications → Estimates. Automatic emails to the customer when an estimate is created, updated, or approved/rejected. Combined with the e-sign link (see Send an estimate), this gets you signatures without a phone follow-up.

Appointment reminders

On every appointment, the Reminder notification toggle (default on) sends a single customer reminder before the appointment. Pick the timing per appointment:

  • 30 minutes before — for time-critical pickup-and-drop slots.
  • 1 hour before — final-stretch nudge.
  • 1 day before — the standard. Best balance for most shops.

Low-stock alerts

Controlled per product via the Reorder level field (see Add a product). When a product drops to or below its reorder level, the dashboard shows a "Out of stock" alert tile.

Dashboard alert tiles

The home dashboard surfaces:

  • Overdue jobs — workboard cards past their due date.
  • Unpaid invoices — outstanding receivables.
  • Pending estimates — sent but not yet signed or rejected.
  • Out of stock — products at or below reorder level.

These are visual nudges, not push reminders — review the dashboard daily and action what surfaces.

Things still on you

  • Unpaid invoice chase — there is no automated multi-step dunning. Use the dashboard's unpaid-invoices tile, or build a marketing audience with the Has unpaid invoice filter and run an SMS campaign.
  • "Service due" customer reminders — Service Intervals (Settings) flag the next-due service in the vehicle passport, but reaching out to the customer is manual today. Run a marketing campaign against an audience filtered by last-visit date for re-activation.
  • Overdue-job mechanic chase — surfaced on the dashboard but not pushed to the mechanic. Glance at it once a day.
The "set once and forget" stack: turn on Vehicle ready, Inspection complete and Payment confirmed in Settings → Notifications, plus the appointment reminder. Four toggles, hours of phone calls saved every month.

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