With RemOnline, you can keep your clients updated via SMS and Email notifications.
Notifications for clients are notifications / reminders you can use to inform your clients on current Work Order status (or, for example, when their device is ready for pickup), and can be triggered at the event in Work Orders and Leads. The full setup is on the Settings > Notifications page.
Note: Notifications for clients at the event in Work Orders have location-based settings and are configured individually.
How to create and set up notifications (Work Orders)
Follow these steps to set up Notifications for clients at the event in Work Orders
Step 1. Go to the Settings > Notifications > Work Orders page, select a location (if you have multiple ones), and press + Notification in a corresponding section (For clients).
Step 2. Choose one of the following events in Work Orders as the trigger event.
Work order created. A client is notified at the event of the Work Order creation, when you press Create button.
Work order status changed. A client is getting notifications at every event of Work Order status update (all statuses).
Work order status changed to. A client is notified only at the event of a selected status update. After choosing this option, you will get a dropdown list with available Work Order statuses to select from.
Schedule time has changed. A client is getting notifications at every event when the Scheduled for field in the Work Order profile is updated.
For example, a client has a booking with you on April 7 at 13:00 and later on is calling you back to have it rescheduled on April 8 at 14:00. Once the Scheduled time and date are updated and changes saved, a client is going to receive an automated notification with a new date and time, generated with a selected notification template.
Step 3. Make a selection between SMS or Email (works when the Client profile has a phone number or email address in contact details).
Note: Make sure to have a corresponding checkbox checked (SMS or Agrees to receive Email).
Step 4. Check the Delayed sending checkbox if needed. Set a delay time to automatically send a notification upon expiration.
For instance, you can automatically collect feedback from clients by sending a delayed SMS in 1 hour after closing a Work Order.
Step 5. Check the Send notification during working hours checkbox to send notifications only during the working hours you can set in location settings.
Step 6. Select an existing notification template or create a new one. Press Create.
Follow these steps to set up Reminders for clients at the upcoming event in Work Orders:
Step 1. Go to the Settings > Notifications > Work Orders page, select a location (if you have multiple ones), and press + Reminder in a corresponding section (For clients).
Note: Reminders work only when the Work Order profile has a preset date and time in the Scheduled for field. The Scheduled for box belongs to a system field that may be shown / hidden based on the work order type and work order form settings.
Step 2. Make a selection between SMS or Email (works when the Client profile has a phone number or email address in contact details).
Note: Make sure to have a corresponding checkbox checked (SMS or Agrees to receive Email).
Step 3. Set how much time before scheduling time, you need to send a reminder to the client. The value can be set in minutes, hours or days.
Step 4. Select a template or create a new one. Press Create.
Done! A new reminder for your client is set and will be displayed in the Work Order event feed. Here you may also find notifications for clients.
How to create and set up notifications (Leads)
Step 1. Go to the Settings > Notifications > Leads page, then press + Notification in a corresponding section (For clients).
Step 2. Choose one of the following events in Leads as the trigger event.
Lead created. A client is notified at the event of the Lead creation when you press Create button.
Lead status changed to. A client is notified only at the event of a selected Lead status update. After choosing this option, you will get a dropdown list with available Lead statuses to select from.
Step 3. Make a selection between SMS or Email (works when the Client profile has a phone number or email address in contact details).
Note: Make sure to have a corresponding checkbox checked (SMS or Agrees to receive Email).
Step 4. Check the Delayed sending checkbox if needed. Set a delay time to automatically send a message upon expiration.
Step 5. Select a notification template or create a new one. Press Create.
Done! A new notification for your client at the event in Leads has been successfully created.
How to edit or delete Notifications / Reminders for clients
Go to the Settings > Notifications page, find a corresponding notification, and double click to edit, then change what you need and press Save. To remove a notification / reminder from the system, press the delete button.
Select multiple notifications, then you can make bulk actions, remove all selected notifications at once, change template, change sending method or copy them to other locations.
