There are many notifications sent to all stakeholders involved in the process of schedule, dispatch and invoicing. We will break down in details the type of notification and whether it can have customized messages.
Notification to Admin
- Job Created: Job Created Notifications are sent to Admin in email format and it also visible from Mobile App.
- Job Edited: When a job is assigned to a professional or technician, notifications are sent to Admin in email format and it also visible from Mobile App.
- Email Ticket: When a receipt of the job invoice is requested (or for your own personal organization methods), a email notification with a .PDF receipt is sent to the Admin.
- Job Cancellation – Whenever a job has been cancelled by an Admin, technician, or customer, a notification is sent to the Admin
- Tech Enroute: When technician is enroute for a particular job this email notification is sent to admin and is also visible from mobile app.
- Job Complete: When a job is marked as completed email notification is sent to admin and is also visible from mobile app.
- Professional Reassignment: If the job is re-assigned to a different tech, email notification is sent to admin and is also visible from mobile app.
- Ticket Reschedule: If the job is rescheduled to a different date, email notification is sent to admin and is also visible from mobile app.
- Approve Broadcast: If a technician accepts a broadcasted job then an email notification is sent to the Admin
- Reject Broadcast: If a technician accepts a broadcasted job then an email notification is sent to the Admin
- Job in Jeopardy: When a job is scheduled for a specific time and technicians have not arrived after 15 minutes of the scheduled time, this email notification is sent to admin and is also visible from Mobile App
- Time Off Email To Admin – Whenever a technician submits a time off request, this notification is sent out to the Admin
- Instant Booking – Whenever a new job request has been submitted via the instant booking page, this notification is sent to Admin
- Customer Portal – Whenever a new job request has been submitted via the customer portal, this notification is sent to the Admin
- Estimation Approval: When a customer approves an estimation an email notification is sent to the admin and is also visible from mobile app.
- Payment Receipt: When a customer has used the external payment link to pay for the services using credit card, email notification is sent to the admin and is also visible from the mobile app.
Notifications to Professionals
- Email Ticket: When a receipt of the job invoice is requested (or for your own personal organization methods), a email notification with a .PDF receipt is sent to the professional.
- Job Cancellation – Whenever a job has been cancelled by an Admin, technician, or customer, a notification is sent to the professional
- Tech Enroute: When technician is enroute for a particular job this email notification is sent to technician and is also visible from mobile app.
- Job Complete: When a job is marked as completed email notification is sent to the assigned technician and is also visible from mobile app.
- Professional Notification: When a Job is Assigned to a professional or technician Notifications are sent to professional in email format and it also visible from Mobile App.
- Professional Reassignment: If the job is re-assigned to a different tech, email notification is sent to the old tech and the new tech and is also visible from mobile app.
- Ticket Reschedule: If the job is rescheduled to a different date, email notification is sent to the assigned tech and is also visible from mobile app.
- Broadcast: When a job has been broadcast to a contractor or technician, they will receive a notification.
- Approve Broadcast: If an Admin accepts a broadcasted job request then an confirmation email notification is sent to the professional
- Reject Broadcast: If a technician declines a broadcasted job request then an declination email notification is sent to the professional
- Job in Jeopardy: When a job is scheduled for a specific time and technicians have not arrived after 15 minutes of the scheduled time, this email notification is sent to professional assigned to that job and is also visible from Mobile App
Customer Notification
- Job Created: Job Created Notifications are sent to customer.
- Job Edited: When a job is assigned to a professional or technician, notifications are sent to the customer.
- Email Ticket: When a receipt of the job invoice is requested (or for your own personal organization methods), a email notification with a .PDF receipt is sent to the customer.
- Job Cancellation – Whenever a job has been cancelled by an Admin, technician, or customer, a notification is sent to the customer
- Tech Enroute: When technician is enroute for a particular job this notification is sent to customer.
- Job Complete: When a job is marked as completed email notification is sent to customer.
- Ticket Reschedule: If the job is rescheduled to a different date, email notification is sent to the assigned tech and is also visible from mobile app.
- Appointment Reminder: Automatic reminder can be set for customers prior to the job date.
- Estimation Approval: When an estimation is sent to the customer, customer gets notification for approving the estimate. When customer approves an estimation an copy of the estimation is sent in the notification to the customer.
- Payment Receipt: When a customer card has been used as payment for the services using credit card, notification is sent to the customer.
- Invoice: Invoices for a job is sent to the customer.