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Outbound messages queue on the customer timeline in every build. With a provider configured here (or via RESEND_API_KEY / RESEND_FROM and TWILIO_ACCOUNT_SID / TWILIO_AUTH_TOKEN / TWILIO_FROM env vars) the dispatch worker in the daily jobs run flushes the queue for that channel and records provider message ids. Without one, everything stays queued: the demo needs no external accounts.

Providers

Email MockSMS Mock

Resend sends email; Twilio sends SMS. Saved secrets are kept when the fields are left blank. Letters and calls always stay manual.

Resend (email)

Twilio (SMS)

Test send

Sends a canned test message through the live provider. In mock mode this button does nothing at all.

Queued messages

0 outbound messages waiting in the queue. The daily jobs run flushes them automatically when a provider is live; this runs the same dispatch now.

Daily takings email

A staff summary of the previous day's confirmed payments (total, by method, by site), sent by the daily jobs run. Queued on the timeline instead when email is in mock mode.

Message templates

Every outbound message type, with merge tags like {{customer.name}} and {{invoice.number}}. Defaults match the copy the app sends today; edit a template to override it for your organisation, or clear both fields and save to restore the default. The preview renders with sample data.

Booking confirmationEMAILreceipts

Sent when an online booking or move-in wizard completes.

Tags: {{site.name}} {{customer.name}} {{space.code}} {{agreement.start}} {{invoice.number}}

Preview (sample data)

Welcome to Loc It Up Swansea · your move-in is confirmed

Hi Sarah Thompson, your space C-012 at Loc It Up Swansea is yours from 2026-09-01. Invoice 1042 is paid in full. Sign in to the tenant portal with your email and gate PIN to manage your agreement.

Invoice reminder (email)EMAILreminders

Per-invoice dunning email. The subject is the dunning dedup key.

Tags: {{invoice.number}} {{amount}} {{invoice.due}} {{days.overdue}}

Preview (sample data)

Payment reminder · invoice 1042

Invoice 1042 for £118.80 was due on 15/08/2026 and is now 9 days overdue. Please pay at your earliest convenience to avoid further action.

Invoice reminder (SMS)SMSreminders

Per-invoice dunning SMS.

Tags: {{invoice.number}} {{amount}} {{days.overdue}}

Preview (sample data)

Payment reminder (SMS) · invoice 1042

Loc It Up: invoice 1042 (£118.80) is 9 days overdue. Please pay today or contact us.

Invoice final notice (letter)LETTERnotices

Per-invoice final-notice letter from the dunning ladder.

Tags: {{invoice.number}} {{amount}} {{days.overdue}}

Preview (sample data)

Final notice · invoice 1042

Final notice: invoice 1042 for £118.80 is 9 days overdue. Unless payment is received within 7 days we will begin the disposal process set out in your licence agreement.

Account payment reminder (email)EMAILreminders

Collections-ladder email covering all overdue invoices on the account.

Tags: {{amount}} {{invoice.list}} {{days.overdue}} {{portal.url}}

Preview (sample data)

Payment reminder · £118.80 overdue

Your account has £118.80 overdue across invoices 1042, 1043 (9 days past due). Please pay via your online account (/portal/invoices) or contact us · further action follows our collections policy if the balance remains.

Account payment reminder (SMS)SMSreminders

Collections-ladder SMS covering all overdue invoices on the account.

Tags: {{amount}} {{invoice.list}} {{days.overdue}} {{portal.url}}

Preview (sample data)

Loc It Up: £118.80 overdue (invoices 1042, 1043, 9 days). Pay today at /portal/invoices to avoid late fees and overlock.

Account final notice (letter)LETTERnotices

Collections-ladder final-notice letter before pre-disposal.

Tags: {{amount}} {{invoice.list}} {{days.overdue}}

Preview (sample data)

Final notice · £118.80 overdue

Despite previous reminders your account remains £118.80 overdue (invoices 1042, 1043, 9 days past due). Unless payment is received within 7 days we will begin the pre-disposal process set out in your licence agreement.

Overlock notice (SMS)SMSnotices

Sent when access is suspended and the unit overlocked. Always sent.

Tags: {{amount}} {{portal.url}}

Preview (sample data)

Account overlocked · £118.80 overdue

Loc It Up: your account is £118.80 overdue and your access has been suspended (unit overlocked). Pay now via your online account: /portal/invoices · access is restored automatically once your balance clears.

Payment failedEMAILnotices

Sent when a card or direct-debit collection fails. Always sent.

Tags: {{invoice.number}} {{payment.method}} {{amount}} {{failure.reason}}

Preview (sample data)

Payment failed · invoice 1042

Your card payment of £118.80 for invoice 1042 could not be collected (card declined). Please update your payment details or contact us to pay another way.

Document expiry chaseEMAILreminders

Insurance or MOT expiry chase for stored assets. The subject is the chase-up dedup key.

Tags: {{document.title}} {{asset.label}} {{customer.name}} {{document.label}} {{expiry.phrase}}

Preview (sample data)

Insurance expiring · Caravan AB12 CDE

Hi Sarah Thompson, the insurance for your Caravan AB12 CDE expires on 2026-08-20 (in 14 days). Please send us the renewed document so your records stay up to date.

Renewal reminderEMAILreminders

Sent when an agreement with an end date approaches it.

Tags: {{space.code}} {{customer.name}} {{agreement.end}} {{days.remaining}}

Preview (sample data)

Renewal reminder · C-012

Hi Sarah Thompson, your storage agreement for space C-012 ends on 2026-09-30 (in 21 days). Contact us to renew, or move out by that date to avoid further charges.

Rate increase notice (letter)LETTERnotices

ECRI rent-increase notice. Always sent.

Tags: {{space.code}} {{rate.current}} {{rate.new}} {{date.effective}} {{notice.days}} {{batch.id}}

Preview (sample data)

Rate increase notice · C-012

Notice of rent increase for space C-012: the periodic rate changes from 99 to 104.5 (GBP, net of VAT) with effect from 2026-09-04 (30 days' notice, batch batch-1).

Waitlist offerEMAILmarketing

Sent when a space matching a waitlist entry becomes available.

Tags: {{space.code}} {{site.name}} {{customer.name}} {{space.type}}

Preview (sample data)

Space available · C-012 at Loc It Up Swansea

Hi Sarah Thompson, good news · a 20ft container space, C-012, is now available at Loc It Up Swansea. Please contact the site to book it.

Daily takings reportEMAILinternal

Staff report email. {{report.body}} is the generated takings breakdown.

Tags: {{report.date}} {{report.body}}

Preview (sample data)

Daily takings for 2026-08-05

Total: £118.80 across 2 payments.