ServiceMonster Job Reminders and Confirmations

Please note: if you’d like your customers to receive text messages, you will need to mark their phone numbers as Can Text in their account.

1 – How to Setup Job Reminders in SM6

• Create SMS and/or Email Templates
• Create Job Reminder Settings
• Setup Notification Preferences

2 – Using Job Confirmations

• Via Quick-Add
• From the Job Screen

3 – Extra Help

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How to Setup Job Reminders in SM6

Create SMS and/or Email Templates

1. Go to Settings > Templates. Business Templates are for email reminders/confirmations. SMS Templates are for text message reminders/confirmations.
   
2. Business and SMS templates follow the same formatting (however, keep your SMS templates concise!).
   Here are some resources for you to use while setting these up:
   What are some examples of email templates: http://www.servicemonster.net/support/what-are-some-examples-of-email-templates/
   Want to personalize your templates? Here are the data tags used in email templates: http://www.servicemonster.net/support/what-data-tags-are-used-in-email-templates/
   *Note – if you are using templates in an outside program, you’re welcome to copy+paste them into ServiceMonster; just be sure to add data tags and preview them before sending them out.’
3. Create as many reminders as you’d like depending upon the verbiage and number of reminders you’re sending out.

Create Job Reminders

1. Go to Settings > Job Reminders.
   
2. Click +New Notification Setting.
3. Name the notification. If this a reminder that you’d like to have go out three days before a job, name it as such.
4. Set the notification type (email or text) and the number of days or hours before or after a specific time or the job time.
5. Select if you want to send it to all, residential, or commercial customers.
6. Select your email or SMS template.

  5. Save.

Setup Notification Preferences

1. In the job reminders section of your company settings, click Preferences.
   
2. Select whether or not you want ServiceMonster to generate reminders automatically for you.
3. Save.

Using Job Confirmations

Via Quick-Add

1. Enter in your customer, order, and job information.
2. In Quick-Add, click Confirmation on the left.
   
3. Select whether you want to send an email confirmation and/or a text confirmation. Verify the contact information and adjust it if necessary.
4. Select your email and/or SMS template(s).
   
5. Verify your appointment reminder settings and contact information. You can also deselect create job reminders if you do not want reminders to go out for this single job.
   
6. Click Done.

From the Job Screen

1. Open the job on the schedule.
2. Click email or text at the top.
   
3. Select your template and send.

Extra Help

Did my notifications send or generate?

If you’d like to check the status of your reminders…

1. Open the job on the schedule.
2. Click notifications on the left.
   
3. From here, you can update contact info, cancel reminders, and check their status and completion date.