How can I send an automatic reminder to my customer?
You can have an automatic reminder set up to be sent via SMS or email. For both, a communication template will need to be created. Feel free to create a communication template via "System" - "Communication" that you want to use as an automatic reminder for your customer.
How does the automatic reminder work?
An automatic reminder can be set for the appointment date of the estimation and/or the repair appointment date. If you enter a date and time in either field (and press save), a communication will automatically be triggered.
In the communication pop-up, the pre-set communication template will be displayed automatically. As a user, you can still make adjustments if needed.
If you have activated the configuration via our helpdesk but have not set up a communication template, you will still receive a pop-up when entering the appointment date for the estimation or repair to send a communication. However, no automatic template will be selected. You can manually select a template or enter text manually.
The reminder will be sent to your customer one day in advance. By default, we send the reminder at 7:30 AM (the day before). If the previous day is a public holiday, we will send the reminder at 10:00 AM. Of course, as a user, you can modify the date and time of the reminder if desired.
If the date in the job is changed, you will once again have the option to send a reminder.