Enhanced Text Message Reminders and Customer Reply Handling (2-way)


Summary:

Refine the text message reminder system to target specific job statuses and improve the handling of customer replies (2-Way SMS).

Description:

  • Currently, text message reminders are sent out for all upcoming jobs, irrespective of their status (e.g., unassigned, not confirmed).

  • The proposal is to enhance this system to ensure reminders can be sent based on specific job statuses. Additionally, there's a need to better manage customer replies to these messages, ensuring effective communication back to the team.

New Contextual Information:

  1. Job Communication Based on Status: Introduce the ability for communication to be dependent on a job's 'status condition'. For instance, if a job is NOT CONFIRMED, then send a specific communication. Conversely, if the job IS CONFIRMED, refrain from sending that communication.

  2. Reply-Triggered Status Change: Allow job statuses to be changed based on customer replies. For example, a reply of "YES" from a customer could confirm a job.

  3. Enhanced 2-Way SMS: Implement a system where back-and-forth communication between the company and the customer is visible and stored as a record of communications in the job's history.

Intended Outcome:

  • Reduce unnecessary reminders by controlling the target audience based on job statuses.

  • Enhance communication with customers by efficiently handling their replies to text messages.

How Will It Work?

  • Implement a filter in the reminder system to check job status (e.g., confirmed or not confirmed) before sending out a text reminder.

  • For customer replies to text messages (2-Way SMS), ensure they are effectively communicated back to the team and recorded in the job's history.

Original Submitted Idea:

Text message reminders are currently triggered only for upcoming jobs, including those unassigned or not confirmed. The suggestion is to add a trigger for reminders to be sent only to upcoming confirmed jobs assigned to a user. There are also challenges with customers replying to messages, and a solution is needed to handle these replies effectively, such as receiving an email with the reply or creating a task.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Tags

Medium Priority

Date

9 months ago

Author

Jamie

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