Customer notifications for work order tasks
Set up notification messages and emails to update customers about the status of their work order tasks.
Customers can receive notifications about the work order tasks created for them. Customers can unsubscribe to stop receiving any notifications.
Customer notifications for work order tasks use the Field Service Management - Customer Experience plugin to send both SMS and email notifications on the registered mobile number and email address. Users with the system administrator role can enable and configure customer SMS and email notifications. For more information, see Notify Twilio Direct driver.
Customers are notified when one of the following activities is performed to the work order
task:
- Work order task is created
- Work order task is assigned
- Work order task is reassigned
- Work order task is rescheduled
- Work order task is completed
- Work order task is canceled
- Agent starts to travel to the work order task location
- Agents reaches to the work location
- Appointment booking is confirmed
- Appointment booking is rescheduled
- Appointment booking is canceled