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:
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.
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.
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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In Review
💡 Feature Request
Medium Priority
About 1 year ago
Jamie
Get notified by email when there are changes.
In Review
💡 Feature Request
Medium Priority
About 1 year ago
Jamie
Get notified by email when there are changes.