Returning to finish a job is very important. In order to ensure we don't miss a return visit needed we created a Zap that sends an email notification to our dispatch team each time a key word is typed in the invoice summary by our technicians.
1) Choose App "webhooks by Zapier" and choose the trigger "catch hook"
2) Create rule to only continue if... and select the app "Filter by Zapier" on the filters put "invoice summary" "text contains" and your word choice. repeat this step with the "or" function to accommodate each possible invoice summary word that may indicate a return is needed. (some words: need to return, need to come back, return needed, must return etc).
3) Last step is to create a send email to the dispatch team. Choose your preferred email app. Select who will be receiving the emails and ensure the smart fields are in them email subject and body. (such as customer information, job number and link to the job where the return was notated.)
p.s. If you prefer Service Titan tasks there can also be a task created for your employees instead of an email to add another layer of protection and accountability.
