The Work address job confirmation template setting enables notifications to be sent to a work address when a job is booked. This feature enhances job communication, ensuring both the work address and the engineering team have clear information about scheduled appointments, helping to streamline operations and build stronger relationships.
View Setting
➡️ Navigate to your Profile icon > Settings > Schedule and dispatch > Work address job confirmation template > View
Setting Up Work address job confirmation template
➡️ Work address job confirmation template
You have three options to notify a work address when a job is booked:
Email
SMS
Letter
Enable all three methods. This ensures that addresses without an email or phone number can still be notified via letter.
Setting Up Notification Messages
Select the preferred notification method from the options on the left.
Add a subject line
Fill in the message in the provided text box for each method.
Use taggingto personalize the message with job-specific details such as customer name, job location, and scheduled times.
Customise each message to ensure clear communication for job bookings.
SMS messages are limited to 160 characters. Exceeding this will use additional SMS credits, so keep SMS concise. Tagging will autofill information, so consider the character limit when adding tags.
Advanced Options
➡️ Advanced Options > Add new confirmation template
Template Name: Name your template for easy identification (e.g., "Job Confirmation for Customers"). This is a required field.
Customer: Specify the Customer if you want a specific template assigned to them
Job Description: Choose a Job description from the drop-down.
Select the preferred notification method from the options on the left.
Fill in the message in the provided text box for each method.
Customize each message to ensure clear communication for job bookings.