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Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on Jul 16, 2021

Add Job Type as a 'Personalized Token' in Customer Notifications

Multi-trade shops that offer a wide array of services, need a way of notifying the customer which service will be performed during their next visit. Shops can be performing multiple projects (ie an HVAC job & a Plumbing job) during the same week. When the customer notifications are sent out, the message content does not describe to the customer which task will be performed during the visit. This is also applicable to new verticals such as Green/Landscaping. Many landscaping shops perform recurring work as well as service type work for the same customer. They need a way to notify the customer which job will be performed.

One possible solution would be to include 'Job Type' as a personalized token in the customer notifications settings. This will allow these shops to customize the message to include which service will be performed.

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  • Guest
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    Jan 29, 2024

    Tenant cleanlivingpoolandspallc is interested in this!

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