Route emails, reminders, and your weekly digest

WaterMark can email each tech their route, send the whole next-day book every night, text customers a day-before reminder, and email you a weekly business digest. All of these live in Company & Tax as simple checkboxes.

Where: Manage (gear) -> Setup -> Company & Tax

1. Open Manage -> Setup -> Company & Tax.
2. Check 'Email each tech their next-day route with the daily run' to send each working tech tomorrow's stops (needs email set up). If the richer nightly schedule option is also live, it replaces this simpler copy so techs are not emailed twice.
3. Check 'Email tomorrow's route every night' so the office gets the full next-day book and each tech gets their own route, each with a printable PDF.
4. Click 'Preview tomorrow's email' or 'View route PDF' to see exactly what goes out before committing.
5. Check 'Text customers a day-before appointment reminder' to remind each customer the day before their visit (opt-outs are honored).
6. Check 'Email me a weekly business digest' for a weekly summary of revenue, AR, jobs, and customers.
7. Click Save.