14. Messaging & Notifications
14.1 Email Notifications
EZ Lawn Biller sends these emails on its own:
| When It's Sent | |
|---|---|
| Invoice | When a new invoice is created |
| Statement | When a monthly statement closes (if auto-email is enabled) |
| Payment Confirmation | When a payment is received |
| Payment Failed | When an autopay charge fails |
| Password Reset | When a customer or staff member requests a password reset |
| Subscription Paused | When a subscription is auto-paused for nonpayment |
| Subscription Resumed | When a subscription is auto-resumed after payment |
| Visit Report | After a service visit is completed (if enabled) |
| Portal Login | When a customer receives a magic login link |
14.2 SMS Messaging
With Twilio configured, you can:
- Send individual texts to customers from their profile.
- Send bulk messages to groups of customers.
- Appointment reminders — automatic SMS reminders before scheduled service.
- View complete message logs showing all sent messages and delivery status.
Navigate to Messaging in the sidebar to access the messaging center.
14.3 Visit Reports
Visit reports are automated emails sent to customers after each service visit. They include:
- Date and time of service
- Technician name (optional)
- Service address (optional)
- The Service summary
- Service checklist completion
- Photos taken during the visit (optional)
- Service notes from the technician
Customers can unsubscribe from visit reports via a link in the email. You can see and manage opt-out status from the customer's profile.
14.4 Statement Emails
When using Monthly Statement billing mode, statements can be automatically emailed to customers when the period closes. Configure this toggle in Settings > Company or directly from the Statements page.
Statement emails include:
- The statement period (e.g., March 1–31, 2026)
- Opening and closing balance
- A summary of charges, payments, and credits
- A link to the customer portal to view details or make a payment
- An attached PDF statement (optional)