Setting up automated SMS reminders for engineers regarding their scheduled estimates can significantly improve workflow efficiency and reduce time spent on redundant communication. Utilizing tagging in SMS messages allows for personalized details, enhancing communication accuracy and minimizing administrative work.
View Setting
➡️ Navigate to Profile Icon > System Settings > Schedule and Dispatch > Surveyor estimate SMS > View
Surveyor estimate SMS
➡️ Surveyor estimate SMS
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.
Click Save
Example SMS Template
Reminder:
You have an estimate [estimate_no] booked on [diary_date] at [diary_start_time] for [customer_name], [customer_address_line_1].
Please ensure you are prepared with the necessary equipment, tools and information.