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.
Default Standard Triggers
- Appointment-AppointmentCanceled
- Appointment-AppointmentCreatedAndScheduled
- Appointment-AppointmentReassigned
- Appointment-AppointmentRescheduled
- Appointment-AppointmentScheduled
- Appointment-TechnicianArrived
- Appointment-TechnicianCheckedOut
- ServiceCall-ServiceCallCreated-2016+ - Email that is sent to your customer if they are using Signature 2016 or higher when a service call is created.
- ServiceCall-ServiceCallCreatedByEmail-2016+ - Email that your customers are sent after a service call is created from an email request from your customer.
Advanced Communications Triggers
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.