Scheduled Follow-Up Communications for Active Jobs

Summary:

• A feature request has been made to enable the scheduling of follow-up communications (emails, SMS, or tasks) related to active jobs.

• This would allow for additional touchpoints with the client when follow-up actions are necessary or when custom reminders are needed based on specific services performed.

Details:

• Current Functionality: Instant communication can be sent from the job in the app, but scheduling this communication is not possible.

• Proposed Feature: Introduce a scheduling function for reminders and follow-up communications that can be linked to active jobs.

• Use Cases:

  • Scheduling additional services or revisit bookings.

  • Sending custom reminders for jobs that do not normally require follow-up, tailored to the services provided during the initial job.

• Access: This feature could be similar to the "Reminders" tab in the CRM contact and accessible via the job in the portal or app.

Benefits:

• Enhances customer service by allowing for planned, timely follow-up communications.

• Provides greater flexibility in managing job-specific communications and reminders.

• Streamlines the process of scheduling additional services or revisits, directly from the job interface.