Message customers and manage templates
Prepare customer messages from schedule details and send them with your device's messaging app.
3 min read
When messaging is enabled for a work form, you can quickly prepare customer messages from the schedule detail screen.
Messages you can prepare
- A reservation confirmation
- A pre-visit or follow-up check-in
- An on-the-way message with an estimated arrival time
- A service-complete message
Manage message templates
Edit the wording you use often from Message templates in More. Details such as a customer name or schedule date can be filled with values from the current schedule when you prepare the message.
- 01
Choose a message from the schedule
Open the template that matches the current situation.
- 02
Review and edit
Check that the recipient and schedule details are correct.
- 03
Send from your device's messaging app
When ILJI opens the messaging app, tap its final send button yourself.
Related articles
Call, navigate, and send an ETA from a work schedule
Use customer and location details to call, open directions, or send an estimated arrival time.
Choose between Quick form and a work form
Choose the right form for the work details you need to keep.
Link contacts to schedules and view history
Review upcoming, completed, and canceled work for each contact.
Still need help?
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