Advanced Communications is an add-on product that provides you with the ability to send the following appointment trigger emails to your customers from within Schedule. You can send the advanced HTML email notification in Schedule from the appointment window or by right-clicking the appointment and then choosing Notify Customer.
In addition to the default standard triggers, Advanced Communications provides you the ability to notify the customer and/or technician when the following appointment triggers occur:
- Technician Arrived
- Technician in Route (Dispatched)
- Appointment Completed
Advanced Communication triggers cannot be edited.
Advanced Communications is set up within two applications:
- Signature Agent Configuration contains the company information including the logos and accent color for the HTML email. For setup information, see Setting up company information in Signature Agent.
- Schedule contains the technician information including the technician's position, email address, and photo that is includes in the HTML email. For more information, see Setting up technicians in Schedule.
Email Example - Appointment Scheduled
