Using the Scheduler, you can set up a task to automatically send email messages to your owners. For example, on the 28th of each month, you can send a reminder to your owner that the landscaping will be done on the 1st of every month.
To schedule email messages
Go to Reporting > Email Messaging.
Set up the message as you normally would. An example is shown below.
Click Display. Breeze displays a list of the owners who match the filter criteria.
Click the Schedule button.
The Scheduler screen opens.
Complete the screen.
Task Name | Enter a name for the email task. (You will use the name later to open the task and view results.) |
Recurrence Pattern | Select a recurrence pattern: Run Daily or Run Monthly. |
Start Date and Time | Enter the date and time of the first occurrence. If you select Run Daily as the recurrence pattern, only the selected time is applicable, not the run date. If you select Run Monthly as the recurrence pattern, the task runs every month on the day of the month entered for the start date. For example, if you enter 11/28/2024 as the start date, the task will run every month on the 28th. |
Click OK. Breeze schedules the email task.
To view scheduled tasks
Go to Admin > Scheduled Tasks.
Click a task name to open the task.
The Scheduled Task Information screen appears.
From this screen, you can view the setup for each scheduled task, and you can view the history of each task-- each time it was run and the results.