Customer Notifications #
Customers automatically receive notifications about their appointments:
- Confirmation: When appointment is scheduled
- Reminder: Configurable time before appointment (24 hours, etc.)
- Day-of: Morning of the appointment
- Technician En Route: When technician is dispatched
Technician Notifications #
Technicians receive:
- New assignment notifications
- Schedule change alerts
- Daily schedule summary
Configuring Reminders/Notifications #
Recurring Appointments (coming soon) #
For maintenance contracts or repeat services:
- Create a work order as normal
- Enable Recurring option
- Set frequency (Weekly, Monthly, Quarterly, Annually)
- Set end date or number of occurrences
- Save
Handling Schedule Conflicts #
The system may warn you if:
- Technician already has a job at that time
- Job overlaps with another appointment
- No travel time between jobs
Resolve by rescheduling, assigning different technician, or extending hours.
