Notification after completion with a link allowing the customer to download the service report
After the completion of an order, you can automate the sending of a notification to the customer with a link to download a service report or delivery note. The notification is automatically sent to the customer 30 minutes after validating the step from the mobile app. In order to set up notifications that allow customers to download a report, just follow the steps below:
Set up the notification template
- Go to the ‘Settings‘ module.
- Click on the ‘Notifications‘ tab.
- Click on the ‘Notification templates‘ tab.
- Click on the button ‘Add‘.
- Select the media ‘Text message‘ or ‘email‘.
- Select the type ‘Automatic notification after field service completion‘.
- Determine the name for interne use. For example, ‘Notification with report’.
- Set the toggle to ‘Enabled‘.
- Custom the SMS or email message by adding the variable $reportUrl_***.
- Click on the ‘Save‘ button.
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