Message customers and manage templates

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.

1. 01

   Choose a message from the schedule

   Open the template that matches the current situation.

2. 02

   Review and edit

   Check that the recipient and schedule details are correct.

3. 03

   Send from your device's messaging app

   When ILJI opens the messaging app, tap its final send button yourself.

What to check when managing wording

• Keep separate wording for confirmation, pre-visit guidance, on-the-way updates, and completion.
• Test that schedule placeholders are filled with the correct values from a real schedule.
• Do not put changing costs or special notes in fixed wording; add them during the final review.
• Message wording is kept on the current device, so review and prepare it again on a new device.
• For a long message, put the key information first and clearly state what the customer needs to do.