Bulk Sending Emails
The Bulk Send feature allows you to quickly communicate with large groups of customers, whether you're sending reminders, announcing schedule changes, or coordinating route updates. You can send messages directly from the Calendar or from a filtered Customer List.
Option 1: Send from the Calendar (Routes or Full Day)
Send it to the whole route
Send it to the whole day
Use this option when you want to contact customers tied to a specific route or to everyone scheduled that day.
How to Send
Navigate to Calendar
Select either:
A specific route, or
An entire day
Use the available option to Send Email or Text
Compose your message
Send
Common Use Cases
Appointment reminders
Route delays or timing updates
Rescheduling a route
Weather or service-related notifications
Option 2: Send from Customer List (Advanced Search)
Use this option when you want to target a custom group of customers based on filters.
How to Send
Go to Customers → Advanced Search
Apply filters to define your audience (e.g., service type, location, status)
Generate your list of customers
Click Action → Send Email
Compose and send your message
When to Use Each Method
Calendar (Route/Day):
Best for operational messaging tied to schedules and technician routesAdvanced Search (Customer List):
Best for targeted outreach, campaigns, or segmented communication
Best Practices
Be Clear and Concise
Especially for reschedules, include what changed and what customers should expectSegment When Possible
Use filters to ensure messages are relevant to the recipientsDouble-Check Recipients
Always confirm you're sending to the correct group before hitting sendUse Text for Urgent Updates
SMS is more effective for time-sensitive notifications like same-day changes. The same functionality exists for SMS as for email.
Bulk messaging ensures you can keep customers informed at scale, without sacrificing speed or accuracy.