Using the Appointment Reminder template, you can customize the appointment reminders sent out to your customers. Here’s a quick walkthrough on how to utilize this within ServiceWorks:
To view the appointment reminder template, click on the cogwheel icon in the toolbar and navigate to Notification → Appointment Reminder
In the Appointment Reminder menu, you can view and edit your list of created appointment reminder templates within ServiceWorks. To create a new appointment reminder template, click the Add New button
In the following popup, you’ll have these options for customizing your template layout:
In the Configuration tab, you can enter a name for this appointment reminder template, as well as associate a job type with the template. When linked with a job type, the selected template will be what is sent out as a correspondence for those specific types of jobs. You can also set the period of time before a job is scheduled to send the appointment reminder
You can assign multiple job types to a template at a time, so that it will default to the specified template for jobs scheduled with the job type.
Within the Template Details tab, you can edit the email that gets sent to your customer whenever an appointment reminder is generated
The Enabled Automated Notification checkbox indicates that these emails are active within your ServiceWorks account. You can use the From Email Address and Email Subject fields to edit both the email address the message is being sent from and the text for the subject of the sent emails.
With the Text & Robocall templates, you can also create a message to be sent via text or phone call. Click the Enabled Automated Notification checkbox on either template to activate automation. You can also preview these messages by entering the ticket number in the Preview field and then clicking the button.
Note: The robocall template has a limit of 160 characters; please keep that in mind when creating your messages.
In the Configure Fields tab, you can edit how your technician’s name appears on the appointment reminder
When finished with your selections for your appointment reminder, click Save to complete the configuration for your appointment reminders