Sales Appointments

johnnymack
New Contributor

Can notifications be sent to comfort advisors when a new appointment is scheduled? A text to their phone would be ideal. 

3 REPLIES 3

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

You could set an alert for "Booked Job", delivery method SMS, and select a specific job type and recipient.  This would work if you have only one job type that you book on that advisor, otherwise they will get multiple alerts that won't be relevant.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

That may work but the question is would that person be able to differentiate between their calls and the other calls not related to them? "they will get multiple alerts that won't be relevant."

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

No, if a job type is booked they will get a notification, but there would be a link to click on the alert so they could check.  Not the best solution.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning