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:
- 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 Setting up Company Information in Signature Agent.
- 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.
View or Edit Trigger Properties
- To view the properties on the triggers, select an event trigger and then select Properties.
- In the Edit Event window, the General tab displays the General Settings and Operations. For Advanced Communication triggers, these fields are display-only and cannot be edited, except for the Trigger Enabled checkbox.
- Trigger Name: Indicates that any time a service call is created, this event will be active.
- Trigger Type: Displays a list of active CDC tables.
- Event ID: Displays the name of the Event ID.
- Operations: Indicates that any time something deleted, inserted, and/or updated in the CDC table view, the trigger will activate. Depending on the trigger type, additional choices are available in the Operations section.
- The Trigger Enabled checkbox indicates that the trigger is in use.
- The Trigger Criteria tab is used to set up specific criteria that may need to be met for the trigger to activate.
- The Actions tab is not enabled for Advanced Communications.
- Select OK.