Enhanced Communication Triggers for Unassigned Jobs in Scheduler

Objective:

  • To improve the user experience by preventing reminder emails or communication triggers for unassigned jobs in the scheduler, as these are not confirmed bookings.

Description:

  • Users have expressed the need to exempt unassigned jobs in the scheduler from reminder emails or communication triggers.

  • These jobs are not confirmed bookings and are simply waiting for assignments.

  • The current system does not differentiate between assigned and unassigned jobs when sending out communications, which can lead to unnecessary emails being sent out for unconfirmed jobs.

Proposed Solution:

  • Implement additional conditions in the communication settings to enable communication triggers only once the job has been assigned.

  • This will prevent unassigned jobs from triggering reminder emails or other communications, ensuring that only relevant and necessary communications are sent out.

  • Utilise the existing Customer confirmed toggle to trigger communication once job is confirmed.

Benefits:

  • Improved user experience by preventing unnecessary communications for unassigned jobs.

  • Enhanced communication settings that allow for more control over when communications are triggered.

  • Increased efficiency by reducing the number of unnecessary emails sent out.

Original request:

  • Can we request that the current use of the unassigned section of the schedular be exempt from any reminder emails/triggers as these are not confirmed jobs, just sitting and waiting for bookings. We can't use the trigger section yet because we have jobs sitting unassigned that we move around.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Tags

Jobs

Date

Over 2 years ago

Author

JJM Pest Management

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