Alert Notifications and How They Work - Email and Text

Types of Alerts

You can set up an alert that will send an email to your customer giving them the option to postpone their job.

There are three types of alert triggers that will allow you to add this extra option. They are: Job Accepted, Job Assigned and Job Reminder. You can pick which one of these you wish to use.  In the example below we are sending an alert email to the customer when the job is assigned to a worker.

 

Setting up Your Alert

You can set these up on the alerts page. Simply select "Job Assigned", "Job Accepted" or "Job Start Reminder".  Make sure you tick the customer confirmation tick box below the alert type.

When setting up an alert you can also add extra filters so that these alerts are only sent for specific templates, customers, or workers. We will automatically select the customer's site contact as this is a customer confirmation alert.  (You can change this to the customer's billing contact if you prefer.)

You can also customize the email that is sent.

 

What Your Customer Sees

In this example, your customer will be sent an email when the job is assigned to the worker, confirming all the details of the job and giving them the option to postpone the job.

If the customer clicks "Reschedule Now", they will be taken to a web page where they can request a new time.

If they request a new start time, the job will be removed from the current worker and put in the workbench for the dispatcher to assign to a new worker if required.

 That's all there is to it, give it a go and let us know if you run into any problems.



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