Email messages can generate automatically through the following processes:
Email Notifications
Certain activities in MoversSuite can trigger email notifications. These activities include when a new sales lead occurs and when a local service request is updated. A pre-formatted email message is automatically sent out when one of the triggers occurs. View the Email Options Setup topic for a complete list of triggers and reference the Email Options Templates topic for message details.
Monitor Orders
All contacts associated to the Account Profile set on the order receive a message when the Actual Load Date or Actual Delivery Date is set, updated, or cleared. Learn more about this service through the Monitor Orders Service topic.
Recurring Billing and Payments
As part of a storage billing run, your system can be set up to generate an email with the invoice attached that is sent directly to the customer. Refer to the Recurring Billing and Storage and Recurring Billing Emails topics for more information.
Additionally, you can also produce a payment emails associated to storage billing items at the same time of the storage run. See the Electronic and Online Payments and Recurring Payments topics for more information.