You're in control of which automated workflow messages go out, and you can fire any of them off manually whenever you need to.
Turn an automatic message on or off
In Settings → Workflow → Message Content, pick a message and use the Send … automatically switch at the top of it.
- On — the message sends automatically at its scheduled time.
- Off — it won't send automatically. You can still send it by hand from any booking.
This lets you skip messages you don't use — for example, the inspection forms if you handle pickups in person.
Good to know: The Confirmation message can't be turned off — every renter needs their booking details. Every other workflow message has an on/off switch.
Send a message now
Open any booking and find Send a message to this renter. Tap Send next to any message — Confirmation, 24-Hour, 1-Hour, Access Codes, Pre-Trip Inspection, Return Inspection, or Review Request — and it goes out immediately.
Sending now:
- Works even if the scheduled time has already passed.
- Works even if that message's automatic toggle is off.
- Uses your custom wording from Workflow Settings.
- Goes to the renter's Patriot Hauls inbox and email (plus SMS if you've enabled it for that event).
This is handy when a renter says they never got their access codes, when you confirm a booking late, or when you want to nudge for a review.
Related
Still need help? Tap the Support button inside your dashboard.