Notifying Customers via Email
You can send the email notification in Schedule from the appointment or service call window by choosing the Notify Customer icon or by right-clicking the appointment or service call and then choosing Notify Customer. This icon displays if you are using Advanced Communications.
For more information about Standard and Advanced Communications, see the Signature Agent 2.4 Guide.
Standard notifications
- Appointment cancelled
- Appointment created and scheduled
- Appointment reassigned
- Appointment rescheduled
- Appointment scheduled
- Technician arrived
- Technician checked out
- Service call created
Advanced communication HTML notifications
- Appointment Scheduled
- Appointment Changed
- Appointment Completed
- Appointment Cancelled
- Service Call Request Received
- Technician Arrived
- Technician Dispatched