Notification for Customers

Text message notification

Setup Field Promax text messaging service to

1. Notify your customers when a visit has been scheduled.
2. Send reminder to your customers on the scheduled visit.
3. Notify your customers when the Technician is in route to the customer’s location.

Setup:

• Text Message Settings: From the left panel go to Settings=> Company=> Text Message Settings=> (check the appropriate check boxes and customize your messages and setup reminders).


• Note that when “Notify Customer by Text Message” has been turned on, your customer will immediately get a text message indicating that the work has been scheduled. Therefore, be cautious that the visit is being accurately scheduled when created.