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COMMS | Enhanced Communication and Contact Management for Real Estate Clients

Feature RequestCommunications

Summary: Enable the ability to send reminder text messages and confirmation emails to multiple recipients, specifically tailored for real estate clients, and enhance the location contact management within the customer file.

Intended Outcome: Improve the efficiency of booking and communicating with real estate clients by automating reminders and confirmations to multiple contacts and streamlining the management of location-specific contacts.

Benefits:

  • Saves time by automating reminders and confirmations.

  • Ensures all relevant parties are informed, reducing the risk of miscommunication.

  • Enhances customer satisfaction by providing clear, consistent communication.

How it Works:

  1. Multiple Recipient Reminders and Confirmations:

    • Implement the ability to send reminder text messages and confirmation emails to 2 or 3 different contacts.

    • Customize reminders and confirmations for different recipient types (e.g., real estate agents, tenants).

  2. Location-Specific Contacts:

    • Allow users to add a contact person (tenant) specific to a location, including their phone number and email address.

    • Ensure notifications (confirmation emails and reminder texts) go directly to the location-specific contact instead of the primary real estate agent.

  3. Separate Email Sections in Customer File:

    • Introduce two separate email sections within the customer file:

      • One for general customer-related communications.

      • One for invoicing-related communications.

    • Enable customization so that confirmations and reminders are sent to one email, while invoices are sent to another.

Posted by Andrew Critchley ·
Status: In Review5 comments

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Comments5

  • Natalie

    •

    Feb 27

    12 months on, and 5 months on. Is there an update for this?

  • Natalie

    •

    Oct 7, 2025

    Again, is there any update on this?

  • Gabrielle Gillespie

    •

    Jul 11, 2025

    It would be great to have Location Contact as a placeholder to have emails/sms’s send to the Location Contact as well as the Job Contact and seperate from the billing as they often are sent to a general inbox rather than a property manager.

  • Natalie

    •

    Feb 26, 2025

    Is there any update on this?

  • Keith Azzopardi

    •

    Jul 16, 2024

    ORIGINAL REQUEST:

    Including the ability to send reminder text messages and confirmation emails to 2 or 3 different places - especially when we are booking real estate clients and we have to manually send reminders and confirmations to those people the day before.

    to have in the location contact IE when you select the location to have a contact person (tenant) completely just for that location, along with phone number and email address, so that the notifications (confirmation email and reminder text) go to that person instead of the real estate agent

    In the customer file have two separate email sections - one for customer-related and one for invoicing. EG one company we work with wants all confirmations and booking/reminders to go to one email, but the invoices need to go to their purchasing team.