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Wednesday, June 26, 2019

Sending Customer Reminders while you are in the Field



When you are on the road or at the job site, wouldn't you love to keep your customer updated without taking much time or effort?  Your customers would certainly appreciate it and you may find that updating customers is the easiest way to earn great reviews!

Many service professionals are in the habit of sending Reminder and On-My-Way messages to let the customer know that you haven't forgotten them and that you expect to be on time.  If you are running late, nothing helps more than to inform your customer that you will not be on time and let them know how late you expect to be.  Customers understand that you cannot always predict with 100% accuracy how long the jobs you have scheduled before theirs will take.  Customers understand that things come up that you cannot always foresee.  But customers may not forgive you being late without informing them.  It is very aggravating to be waiting around for a service professional to show up at your home or business and find that they are an hour late.  At least if you inform them, they can attend to other business.

With the WorkWell Mobile App, it is quick and easy to keep your customer informed.

Open the Job

On the Mobile App, open the job.  Either go to the job list and tap on the next job or go to the Schedule and tap on the job.  The Detailed Job view will open.



Choose an Email and Send

From the Detailed Job view, tap on the Email icon.




The Email Template chooser will appear.  From this, scroll to the Email Template you want and then tap on 'Select From Above'.  You can instead write the email yourself - tap on 'Nevermind ...' and a text entry widget will appear for you to write an email.  The email will then appear for you, ready to send.  Review it and tap on 'Send'.

Email Template Chooser and Resulting Email


Choose a Text and Send

The procedure is the same for sending texts.  Scroll down in the Detailed Job view to the Text item.  Tap on the Text icon.



The Text Template chooser will appear.  From this, scroll to the Text Template you want and then tap on 'Select From Above'.  You can instead write the text yourself - tap on 'Nevermind ...' and a text entry widget will appear for you to write a text.  The text will then appear for you, ready to send.  Review it and tap on the send icon - for the iPhone, it is the green up arrow.





Create Your Email & Text Templates


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