Why didn't my customer get an email?

A typo in their email address is the most common cause. Open the customer and read it. Then, in order:

  1. Ask them to check spam, and to mark it “not spam”.
  2. Service report: check Service Email Enabled on their customer page. Off means no report was ever sent. The org-wide default is under Settings → Organization.
  3. Weather notice: they may have unsubscribed. Weather emails carry an unsubscribe link. Invoices, service reports and payment receipts keep coming.
  4. Invoice: open Invoices and read its status. A draft was never sent. If it says sent, use Resend email.
  5. Check the visit completed. A skipped or in-progress stop produces no service report.

Several customers at once is a different problem. Email support@poolhelm.com with two or three examples and roughly when.

See also: “Service report emails” and “A customer wants fewer emails.”

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