Contacts and messages
On a job site you often juggle several people: the manager who orders, the caretaker who opens up, the tenant who is on site. TAYO.pro keeps them together, on the project.
Step by step: Send a document to a client.
A project’s contacts
Section titled “A project’s contacts”Each project carries its contacts, with their role and their details. You call from the record, without digging a number out of your e-mails or your papers.
A contact can exist without an e-mail address — a tenant you phone, for example. TAYO.pro flags it with “Contact has no email address”: that contact will receive no notification, since there is nowhere to send one. If you want them informed automatically, add an address.
Message templates
Section titled “Message templates”When you send a quote or an invoice, a message goes with it. Writing the same text every time is a waste of time.
Message templates fill in that field for you, with a ready-to-use text you adjust if needed. They exist in French, English and German: choose the language when sending, and a German-speaking client gets their message in German without you having to write it.
Without this feature, the field stays empty and you write everything by hand.