FieldCentral Connect: UNDERSTANDING EMAIL TRIGGER EVENTS

CONFIRMATION

Upon placing a visit on the schedule.

• Navigate to the schedule screen.
• Search and Select the desired Property to schedule.
• Click the green schedule button.
• Select the desired Service.
• Select the desired WTD.
• Select a date and time either within the calendar or within the schedule.
• Click the green Done button to finalize the schedule.
• The Confirmation email will be triggered at this point in time and will allow the user to send the confirmation email to the desired allowed recipients.

REMINDER

Automatic based on scheduled day and # of days prior

• Navigate to Settings > Communications
• Edit or Add an email template.
• When selecting the Reminder Email email type, another series of options will become available to use.
• Set the “Auto Send ?” checkbox to the “checked” position.
• Set the “Number of days before scheduled visits to send automatic reminder” to the desired amount of time you’d like for the recipient to receive the reminders.

Manually chosen by clicking the “Email” button on the schedule screen.

• Navigate to the schedule screen.
• Search and Select the desired scheduled visit.
• Navigate to the right-hand side of the screen and click the “Email” button.
• A window will appear and the user will be able to select from the bottom drown-down menu their choice of the emails they can send to the desired recipients.

CANCELLATION

Upon Cancelling a visit on the schedule.

• Navigate to the schedule screen.
• Hover over the desired visit and click the “X” located to top-right of the visit box.
• A window will appear and the user can enter the Cancellation Notes.
• Click Done to complete the cancellation.
• The Cancellation email will be triggered at this point in time and will allow the user to send the confirmation email to the desired allowed recipients.

Upon manually cancelling a visit.

• Navigate to the schedule screen.
• Search and Select the desired scheduled visit.
• Navigate to the right-hand side of the screen and click the “Cancel Visit” button.
• A window will appear and the user can enter the Cancellation Notes.
• Click Done to complete the cancellation.
• The Cancellation email will be triggered at this point in time and will allow the user to send the confirmation email to the desired allowed recipients.

RESCHEDULED

Automatic upon moving a visit from one day to the next.

• Manually chosen by clicking the “Email” button on the schedule screen.

• Navigate to the schedule screen.
• Search and Select the desired scheduled visit.
• Navigate to the right-hand side of the screen and click the “Email” button.
• A window will appear and the user will be able to select from the bottom drown-down menu their choice of the emails they can send to the desired recipients.

INCOMPLETE

Upon manual incompletion of the visit.

• Navigate to the schedule screen.
• Search and Select the desired scheduled visit.
• Click on Visit Summary button.
• Change the visit status to “Incomplete”.
• Click Done to save the visit.
• The Incomplete email will be triggered at this point in time and will allow the user to send the confirmation email to the desired allowed recipients.

Manually chosen by clicking the “Email” button on the schedule screen.

• Navigate to the schedule screen.
• Search and Select the desired scheduled visit.
• Navigate to the right-hand side of the screen and click the “Email” button.
• A window will appear and the user will be able to select from the bottom drown-down menu their choice of the emails they can send to the desired recipients.

COMPLETION

Automatically sent upon completion of the visit within the field app.

• Web Sync device.
• Tap into the visit.
• Time in and time out of the visit.
• Mark the visit as Complete.
• Upon completion of the visit, the email will be sent to the recipient.

Upon manually changing the visit status to Complete within the visit summary.

• Navigate to the schedule screen.
• Search and Select the desired scheduled visit.
• Click on Visit Summary button.
• Change the visit status to “Complete”. **Times are required for this action to be saved.
• Click Done to save the visit.
• The Completion email will be triggered at this point in time and will allow the user to send the confirmation email to the desired allowed recipients.

Manually chosen by clicking the “Email” button on the schedule screen.

• Navigate to the schedule screen.
• Search and Select the desired scheduled visit.
• Navigate to the right-hand side of the screen and click the “Email” button.
• A window will appear and the user will be able to select from the bottom drown-down menu their choice of the emails they can send to the desired recipients.

ESTIMATE

Manually send within the Estimate

• Navigate to the Sales & Estimates screen.
• Select and open the desired estimate.
• Click the “Email” button to the top-right hand corner of the screen.
• A window will appear and you will be given the option to send the estimate email to the desired recipients.

Bulk/Mass email send via Sales & Estimates

• Navigate to the Sales & Estimates screen.
• Click Open within the Sales & Estimate section on the left-hand side of the screen.
• Click onto the “Email” icon to the top-right of the screen.
• The current list based on the pulled list will be within the list of recipients that you’re bulk/mass sending the estimate to.

CONTRACT

Manually send within the Contract

• Bulk/Mass email send via Contracts

• Navigate to the Sales & Estimates screen.
• Click Open within the Contracts section on the right-hand side of the screen.
• Click onto the “Email” icon to the top-right of the screen.
• The current list based on the pulled list will be within the list of recipients that you’re bulk/mass sending the contracts to.

LEAVE BEHIND

Automatically sent upon completion of the visit within the field app.

REQUEST FORM SUBMITTAL

Automatically sent when a request from is received/submitted