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How to Access Sent Communications

Learn how to track your daily client communications and confirm that all required emails and texts are sent, delivered, and, for emails, read.

Written by Natalia

Summary

  • The Today's Emails and Texts feature in ZenMaid allows you to review the emails and text messages sent on a particular date.

  • You can also check sent communications individually for each appointment.

Side Note

  • Click any GIF to view it in full screen.

Important

  • The Today's Emails/Texts feature is not limited to the current day. Select a date after opening it to review the emails and texts sent on that date.

  • Communications are not deleted after a certain time.

  • If a message is tied to an appointment, you can open that appointment and scroll to Emails and Texts. If it isn't, such as an estimate sent to a client with no appointment scheduled, use Today's Emails/Texts and select the send date.

  • The Cleaning Complete SMS cannot be sent manually. The only way it sends is when a cleaner taps Notify job complete in the ZenMaid mobile app.


Communications that do not appear in Today's Emails/Texts

  • Property Access/Key Notifications:

    • Key Pick Up/Drop Off Reminders (sent to staff when arriving to pick up or drop off property access keys)

  • Assignment & Schedule Change Notifications:

    • Notifications about new job assignments or schedule changes (these use a different internal system and won't show up in your communication logs)


Viewing Communication Logs in Today's Emails/Text

Accessing Today's Emails/Texts

  • Go to any Scheduling View.

  • Click on the Action button and find the Today's Emails/Texts option.

  • This option will display your communication history for the day.


Icon Meaning

  • After selecting the date, you'll notice various icons next to each communication:

    • Green Checkmarks: Indicates successful sending.

    • Blue Eyes: Suggests the customer has opened the email. Note that text messages cannot be tracked in the same way.

    • Yellow Clock: The message is scheduled for a future send-out.

    • Pink Hand: Indicates manual sending.

    • Red Exclamation Marks: Symbolize an error in the sending process. Hover over the icon for more information.


Viewing Sent SMS or Email Content

  • To view the full SMS or email content, look for the gray text describing the message type, such as “Estimate Confirmation text was sent on,” “Invoice Notification email was sent on,” or “Appointment Reminder text was sent on.”

  • Click directly on that gray text area to view the contents.

Side Note

  • When an email or text is not sent, you will get an error message. If you don't know the reason for an error, don't hesitate to reach out at support@zenmaid.com


Viewing Communication Logs in Appointments

  • Another way of checking sent communications is by going to the appointment you can check the communications for.

  • Click on an appointment within any Scheduling View.

  • Scroll down to the Emails and Texts section. This section contains all the communication logs related to that specific appointment.


Keywords

  • Sent Communications

  • Today's Emails & Texts

  • Communication Logs

  • Access Communications

  • Check Communications

  • Sent Emails

  • Sent Texts

  • Email Logs

  • Text Logs

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