Overview
When scheduling work in Fergus, it's essential to keep your customers informed about their upcoming appointments. Fergus provides built-in communication tools that make it simple to notify customers about their scheduled jobs via email or SMS using customisable templates. This feature helps ensure your customers are prepared for visits and reduces the likelihood of missed appointments.
How to Send Job Schedules
Sending job schedules to your customers is straightforward and can be done directly from the job card.
Prerequisites: Ensure the job is scheduled correctly in Fergus, as this information is used to populate your communication templates.
Sending Options:
Email: Click the email icon at the top right of the job card to open a pre-filled template. You can customise the message content and attach relevant files or photos before sending. Email notifications are free to use.
SMS: Click the SMS icon to open a pre-filled text template. You can just adjust the message text as needed before sending.
Please note: SMS is a paid feature that must be enabled in your Fergus settings.
Status Tracking: The job card displays helpful status indicators at the top:
"Schedule not sent" (displayed in red) indicates the customer hasn't been notified yet
"Schedule sent" (no colour coding) confirms the notification has been delivered
Template Customisation: Both email and SMS templates can be modified to match your business communication style. You can access the template editor through your Fergus settings to make these adjustments.
Want to customise your template? Refer to our help guide for step-by-step instructions.
Automated Reminders: For enhanced customer communication, you can configure automatic email and SMS reminders to be sent before scheduled visits. These proactive notifications help ensure customers are prepared and significantly reduce no-shows.
Conclusion
Fergus's job schedule communication tools streamline the process of keeping customers informed about their appointments. By leveraging both manual and automated notification options, you can maintain professional communication standards while reducing administrative overhead. The combination of customizable templates, clear status tracking, and automated reminder capabilities ensures your customers stay informed and your operations run smoothly.