Automated Outreach

Understand outreach batches, send steps, statuses, previews, stopping automation, and outreach types.

Common tasks

• See and browse your automated outreach (the Automated Outreach page)
• The kinds of automated outreach: Job Approval, Quote, Invoice, Visit Reminder, and Tech En Route
• Inside an automated outreach batch: the send steps, statuses, preview, and stopping it

All guides

• See and browse your automated outreach (the Automated Outreach page)
• The kinds of automated outreach: Job Approval, Quote, Invoice, Visit Reminder, and Tech En Route
• Inside an automated outreach batch: the send steps, statuses, preview, and stopping it