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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 by selecting Notify Customer  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:  

  • Appointment Scheduled
  • Appointment Changed
  • Appointment Completed
  • Appointment Canceled
  • Service Call Request Received
  • Technician Arrived
  • Technician Dispatched

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 Completing Signature Agent Configuration.
  • Schedule contains the technician information including the technician's position, email address, and photo that is included in the HTML email. For more information, see Setting up Technicians in Schedule.





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