What automated outreach sends, and previewing it
When a recurring service is set to Automated Outreach, Essential automatically sends the customer a request, by email or text, to approve and schedule the upcoming service. You can see what's coming on the asset group's Next Automation card: it shows the automation ("Automation #A..."), whether it is In Progress or Not Started, and the next step, such as "Next send: " (or "Creates task: " when the automation is a custom task).
If one automation covers several asset groups, they are grouped as a single batch and listed on the card. Use the Preview button to see the exact Outreach Content, the email subject and body or the text message, before it goes out. The customer's reply comes back to you as a Recurring Services task.
Where to find it: On the asset group page, the Next Automation card (the Preview button opens Outreach Content)
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