SealPoint automatically sends SMS and email notifications to keep your customers informed throughout the job lifecycle.

This article explains:

• What each notification says (summary)

• When it is triggered

• What action the customer is expected to take (if any)

This helps you understand exactly what your customers receive and when.

Communication Flow Overview

Most jobs follow this communication timeline:

Quote → Deposit (if applicable) → Schedule → Reminder → Completion → Invoice → Payment

Each step below explains what happens automatically.

Quote Ready

Triggered When

• Contractor sends a quote to a customer

• Timing: Sent immediately

• Channel: SMS + Email

What the Customer Receives

The customer receives a message letting them know their quote is ready to review.

The message includes:

• A link to view, approve, or decline the quote with:

  • Job details

  • Total amount

Customer Action:
Approve or Decline the quote.

Quotes can be re-sent by accessing the quote and selecting the Send Quote option from the Actions menu.

Deposit Requested

Triggered When

• Contractor requests a deposit for a job

• Timing: Sent immediately

• Channel: SMS + Email

What the Customer Receives

The customer receives a notification requesting a deposit payment.

The message includes:

• Deposit amount due

• Payment link

Customer Action:
View and Pay deposit

Job Scheduled

Triggered When

• Contractor schedules a customer’s job

• Timing: Sent immediately after scheduling

• Channel: SMS + Email

What the Customer Receives

The customer receives confirmation that their job has been scheduled.

The message includes:

• Scheduled date

• Day-of instructions

Customer Action:
No action required.

Job Reminder (24 Hours Before)

Triggered When

• A job is scheduled

• Timing: Automatically sent 24 hours before the scheduled date

• Channel: SMS + Email

What the Customer Receives

A reminder that the job is scheduled for the following day.

The message includes:

• Scheduled date

• Reminder to prepare the area

Customer Action:
Ensure property is ready for service

Job Completed

Triggered When

• The Job’s invoice is sent to the customer
• Timing: Sent immediately
• Channel: SMS + Email
  
  

What the Customer Receives

The customer is notified that the job has been completed.

The message includes:

• Confirmation of completed service

• Link to view & pay the invoice

Customer Action:

• View and Pay Invoice

Invoice Payment Reminder

Triggered When

• Invoice remains unpaid

• Timing: Each day the invoice remains unpaid

• Channel: SMS + Email

What the Customer Receives

A reminder that payment is due.

The message includes:

• View invoice & Payment link

Customer Action:

• View and Pay Invoice

Unpaid Invoices will display in the Jobs screen with a status of Job Complete

Payment Confirmation

Triggered When

• Customer pays a deposit OR

• Customer pays the Job’s full invoice

• Timing: Sent immediately after payment is processed

• Channel: SMS + Email

What the Customer Receives

A confirmation that payment was successfully received.

The message includes:

• Amount paid

• Date of payment

• Remaining balance (if applicable)

Customer Action:
No action required.

If a job is paid via Credit Card the job will automatically update to Job Paid.

Refund Issued

Triggered When

• Contractor issues a refund

• Timing: Sent immediately after refund is processed

• Channel: SMS + Email

What the Customer Receives

A notification confirming that a refund has been issued.

The message includes:

• Refund amount

• Date processed

Customer Action:
No action required.

Summary

SealPoint automatically sends notifications at key stages of every job.

You do not need to manually follow up for:

• Quotes

• Deposits

• Scheduling confirmations

• Reminders

• Completion notices

• Invoices

• Payments

• Refunds

These messages keep customers informed from start to finish.