Notes re: Scheduling Work for an Opportunity

Aspire natively allows for automatic SMS text-aheads using the notifications tab. You can set it by route, service type etc. Only downside to this is that 1. client must respond to an opt-in text and 2. you can not skip properties who have opted in if they have that service type the notification is set up on. 

Example: John wants to be notified ahead of time for mowing. He opts-in to text messages and you have the notification set up. He will always get the text message for that service. 

Susie has also opted in to text messages and would receive both irrigation and mowing notifications. She only wants irrigation notifications because her backflow is inside the house. She would receive both types of text messages. You can use tokens to clarify what service is coming but if you are on site a lot it can be overwhelming. 


 If you are expecting the crew leader/technician to do a call ahead I would add tel:########## replacing # with the appropriate phone number to the ticket notes on that service in that opportunity and train your field members to check all ticket notes at the beginning of the day. 

Thank you ​@Kbaird.

We’re finding ourselves needing to deal with melding the valuable aspects of our customer service (good communication most of the time) with the Aspire available features (SMS etal) to maintain and develop our valuable relationships w/ customers.

Understanding the nuances - as you explain them - is invaluable.  It’s good to have a grasp of how we can optimize communication management with Aspire.

I’ll plan on making the most of your post to see if we can (sorry. should have said “how we will”) implement a solution.

Thank you again.

If you want to hop on a zoom call, I can show you one way to set up your opportunities list to function like a CRM. Let me know!