Message Center

Text

 

Client

Appointment Reminder

Click:

Administration

Manage Communications

Manage Email Templates

+ New Item

Category = Customer Email (About Upcoming jobs)

Add a title,the title is your internal name  

Add a Subject, the subject is what will be in the subject to the client.

Type in any message you want and you can use tokens to prepopulate that information that will be specific to a job or technician. 

Use of Bold and Italic. the "o" goes in front "c" goes in the back. 

 

Message Settings:

 

Click

Administration

Company Settings 

Edit

Customer Notification Settings (about upcoming calls)

Notification Method - None, Email, Text/SMS, Both (choose type of message)

Notifications + Add Notification.... you can add multiple. 

 

 

Job Message: 

 

Click:

 

Administration

Manage Drop Downs

Primary Job Types

Edit

You are able to choose different messages that you created for each type of job if you want.

After all modifications are done make sure each Primary Job Type has a "role" checked off.

 

 

 

 

Job Notification

Click:

Administration

Manage Communications

Manage Email Templates

+ New Item

Category = Customer Email (About Upcoming jobs)

Add a title,the title is your internal name  

Add a Subject, the subject is what will be in the subject to the client.

Type in any message you want and you can use tokens to pre-populate that information that will be specific to a job or technician. 

Use of Bold and Italic. the "o" goes in front "c" goes in the back.

Job Message: 

Click:

Administration

Manage Drop Downs

Primary Job Types

Edit

You are able to choose different messages that you created for each type of job if you want.

After all modifications are done make sure each Primary Job Type has a "role" checked off. 

Employee

Dispatch Notification

Click

Administration

Manage Users

Manage User Accounts

Edit

Job Dispatched Notification Type (Choose None, Email, Text/SMS, Both)

Make sure email and cell phone are correct.

NOTE:

If call center assigns and move to different time it will send out a notification every time because it is re dispatched... if you move their job back an hour don't you want them to know? If not that is fine turn off dispatch notifications.

If you update by adding an assistant, time, etc it will send new notification as well.

 

Job Reminder

Click

Administration

Manage Users

Manage User Accounts

Edit

Upcoming Job Notification Type (Choose None, Email, Text/SMS, Both)

Notify before job (put in how long before job schedule time you wish for them to receive notification... in minutes)

Make sure email and cell phone are correct.

 

Email

Client

Appointment Reminder

 

Click:

Create  Message:

Administration

Manage Communications

Manage Text Templates

+ New Item

Category = Customer SMS Notification (About Upcoming jobs)

Add a title,the title is your internal name  

Type in any message you want and you can use tokens to pre-populate that information that will be specific to a job or technician. 

Use of Bold and Italic. the "o" goes in front "c" goes in the back.  

 

Message Settings:

 

Click

Administration

Company Settings 

Edit

Customer Notification Settings (about upcoming calls)

Notification Method - None, Email, Text/SMS, Both (choose type of message)

Notifications + Add Notification.... you can add multiple. 

 

 

Job Message: 

Click:

Administration

Manage Drop Downs

Primary Job Types

Edit

You are able to choose different messages that you created for each type of job if you want.

After all modifications are done make sure each Primary Job Type has a "role" checked off.

 

Job Notification

 

Create  Message:

Click:

Administration

Manage Communications

Manage Email Templates

+ New Item

Category = Customer Email (About Upcoming jobs)

Add a title,the title is your internal name  

Add a Subject, the subject is what will be in the subject to the client.

Type in any message you want and you can use tokens to pre-populate that information that will be specific to a job or technician.

Use of Bold and Italic. the "o" goes in front "c" goes in the back.  Example: Let's say that we want the word "House" to be bold.

 

Job Message: 

 

Click:

Administration

Manage Drop Downs

Primary Job Types

Edit

You are able to choose different messages that you created for each type of job if you want. After all modifications are done make sure each Primary Job Type has a "role" checked off.

Employee

Dispatch Notification

Click

Administration

Manage Users

Manage User Accounts

Edit

Job Dispatched Notification Type (Choose None, Email, Text/SMS, Both) Make sure email and cell phone are correct.

 

Job Reminder

Click

Administration

Manage Users

Manage User Accounts

Edit

Upcoming Job Notification Type (Choose None, Email, Text/SMS, Both)

Notify before job (put in how long before job schedule time you wish for them to receive notification... in minutes)

Make sure email and cell phone are correct.

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