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Email Notification Setup

Advanced Communications is an add-on product that provides you with the ability to send the following appointment trigger emails to your customers from within Schedule. You can send the advanced HTML email notification in Schedule from the appointment window or by right-clicking the appointment and then choosing Notify Customer.

In addition to the default standard triggers, Advanced Communications provides you the ability to notify the customer and/or technician when the following appointment triggers occur:  

  • Appointment Scheduled
  • Appointment Changed
  • Appointment Completed
  • Appointment Canceled
  • Service Call Request Received
  • Technician Arrived
  • Technician Dispatched

You can set up standard or Advanced Communication notification emails that will be sent to customers and/or technicians for the stages of an appointment. See the Signature Agent Configuration documentation.

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