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 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