Customer Notifications

harpekat
New Contributor

We would like to be able to attach our Home Repair & Maintenance Checklist either to the Dispatch Notification or Customer Appointment Reminder.  This way customer can see all work we do so if they have other items while technician is onsite we can take care of them.   

2 REPLIES 2

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We have something similar we send out but we do it through Marketing Pro.  If you don't have Marketing Pro, then you can add a code into the booking confirmation email (and I would think the dispatch email...that one I am not sure of).  We just discovered this the other day with our amazing Executive Assistant (she's brilliant at those kind of things).  I have no idea how to do it but it can be done!

 

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

Miranda

Thank you we don't currently have Marketing Pro but I have looked into it.   I appreciate your response.