Two quick ways to notify your customer

Kickserv has a tool to let your customers know the details of their appointment and to notify them when their technician is on their way to get the job done.

You can do it by going into the job record, clicking on the megaphone icon (Notifications) positioned at the end of the scheduled event, and selecting the option "Send details" or "On the way".

Remember that the customer record needs to have an email list in order to send any of these two notifications, or else the customer won't receive them.

You can also do it from the Planner tab by going in any of the calendar views (click on the event, and on the megaphone icon), or in Schedule, clicking directly on the megaphone.

The email received by your customer will look like this:

If your customer's job record has a phone number listed and the option "This is a mobile number and can receive text messages" is checked, your client will also receive a text message when using the megaphone icon options.

There is another option if you want to automatically notify your customers 24 hrs before an event. To learn more about this, click on the link.

Subscribe to our Youtube channel for new weekly content!