Difference between revisions of "Message Center"
| Line 1: | Line 1: | ||
| − | <div class="mw-parser-output"> | + | <div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"> |
| − | <div class="mw-parser-output"><div class="mw-parser-output"> | ||
= Text = | = Text = | ||
| Line 49: | Line 48: | ||
Add a Subject, the subject is what will be in the subject to the client. | 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 | + | 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. | Use of Bold and Italic. the "o" goes in front "c" goes in the back. | ||
| Line 107: | Line 106: | ||
Upcoming Job Notification Type (Choose None, Email, Text/SMS, Both) | 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 | + | 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. | Make sure email and cell phone are correct. | ||
| − | </div> <div class="mw-parser-output"> </div> </div></div> | + | </div> <div class="mw-parser-output"> </div> </div> </div> |
| − | |||
= Email = | = Email = | ||
| − | |||
== Client == | == Client == | ||
| Line 137: | Line 134: | ||
Add a title,the title is your internal name | Add a title,the title is your internal name | ||
| − | Type in any message you want and you can use tokens to | + | 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. | Use of Bold and Italic. the "o" goes in front "c" goes in the back. | ||
| Line 205: | Line 202: | ||
Add a Subject, the subject is what will be in the subject to the client. | 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 | + | 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. | 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. | ||
| Line 259: | Line 256: | ||
Upcoming Job Notification Type (Choose None, Email, Text/SMS, Both) | 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 | + | 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. | Make sure email and cell phone are correct. | ||
. | . | ||
| − | </div> </div> </div> </div> </div> | + | </div> </div> </div> </div> </div></div> |
Latest revision as of 09:17, 4 February 2022
Contents
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.
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.
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.
.
