Automated Job Confirmation/Reminder emails and SMS
planned
M
Mark Roberts
One of our biggest time consuming activities is sending out confirmation e-mails with the customer name/address/phone number/appointment date & time, etc.
It would be great if once we've completed a booking that there is an Automated Confirmation E-mail contact button you can select or not select.
If it is selected, it will have 3 different automated e-mails that it could send out.
1 - Initial confirmation e-mail to the customer if outside 24 HRs of appointment confirming the appointment being scheduled, the date, time, customer's address, phone number, contact information, and the brief description of the service to be completed (summary). This could be something that can have auto-fill sections but can also be manually updated with their own personal touch to end the e-mail or have a certain message at the bottom of the e-mail.
2 - Confirmation e-mail 24HR prior to the scheduled date/time of the service. This would be nice if you could have a confirm or cancel button within this e-mail so that it would automatically switch to confirmed within the calendar and you don't even have to call that customer.
3 - Automated Thank You/Survey E-mail once the job has been finished by the tech in the field.
Again, if you could use templates with codes to enter parts of the customer information into each of the automated responses that would automatically populate, and send out depending on the settings you've input for each automatic e-mail, that would take so much busy work off our office staff leaving them more time to make more money for the company.
E
Enda Hennigan
This is being considered for the 2025 roadmap.
Dalina Adorno-Delre
yes this would be wonderful. Is there any update to the estimated date since that has passed (september 2022)
K
Kathy Krzywonos
yes, it would be wonderful to integrate texting to this also
M
Marc Rubino
Is there an update on this?
A
Angela
agree
Daniel Buckle
Good Day, any updates on this?
J
Jenneth Fleckenstein
are there any updates to this?
P
Paul
Jenneth Fleckenstein: Surely you can just do all of this through Zapier and likely end up with something significantly more customizable. Job created triggers Zapier, filter out anything specific, push this into a standard email with {placeholder.fields} and even attach a flyer out of dropbox.
B
Brian Donovan
Paul: Is Zapier an integration tool? What tools do you link to GPS. How complex is the integration?
D
Dale Pease
This is becoming a critical need for us. Our cobbled-together tool does the job, but having to connect multiple apps together, with multiple fail points (let alone additional costs of each tool) is just getting too unwieldy.
We need a tool that allows us to send out automated (and manually sent) texts and or emails for much more than outlined above. Basically all along the prospect and customer journey. From initial welcome, to upcoming appointment reminders, to estimate follow-ups, to review and referral requests afterward.
Bill Cronin
planned
Jonathan Gonzalez
Yes this will be great
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