Notification with a link allowing the customer to confirm or reschedule a visit

When the field service operations or deliveries are scheduled, you can send notifications to your customers with a link allowing them to confirm the date and time slot or to reschedule the visit. In order to set up notifications to confirm or reschedule visits, just follow the steps below:

• Set up the notification template
• Set up the confirmation/rescheduling link
• Send notification with a confirmation/rescheduling link

Set up the notification template

1. Go to the “Settings” module.
2. Click on the tab “Notifications”.
3. Click on “Notification templates”.
4. Click on the button “+”.

   

5. Select the media “Text message” or “email”.
6. Select the type “Manual notification from AntsRoute”.
7. Determine the name for interne use. For example, 'Notification with rescheduling link'.
8. Set the toggle on “Enabled”.
9. Click on the AntsRoute icon to custom the message content.
10. Add the variable “Field service (or delivery) confirmation/reschedule link”.
11. Click on the “Save” button.

    

Set up the confirmation/rescheduling link

1. Go to the “Settings” module.
2. Click on the tab “Notifications”.
3. Click on “Link configuration”.
4. Click on “Confirm/reschedule link”.

   

5. Determine the “Link validity (in days)”.
6. Add the corporate logo.
7. Determine the “Title”.
8. Determine the confirmation request message.
9. Determine the message to customer after confirmation success.
10. Enable or not the option “Allow customers to reschedule their field services”.
11. Click on the “Save” button.

☝️ Good to know: If you choose to “Allow customers to reschedule their orders”, customers will have the option to confirm or reschedule the deliveries or field service operations. If you do not enable this option, customers will only be able to confirm the visit.

💡 If you allow rescheduling, you can determine a maximum number of detour kilometers accepted, i.e. the time slots will be displayed to the customer taking into account his geographical distance from the already scheduled orders.

Send notification with a confirmation / rescheduling link

Once you have defined this notification template with a link allowing the customer to confirm or reschedule an order, you can now notify your customers. Just follow the steps below:

1. Go to the “Organize” module.
2. Click on the tab “Map”.
3. Select the date on which the routes are scheduled.
4. Click on the button “Notify customers”.

   

5. Select the template created during the previous step.
6. Select the customers to whom you want to send a notification.
7. Click on the button “Notify customers”.

   

💡 To send a notification to your customers, you must have entered the email address and/or phone number in international format in the customer's record. For example, +447600123456.

💡 When a customer confirms a delivery or field service operations, the step changes to the status “Confirmed” in green in the agenda. However, if a customer decides to reschedule an order, this step is directly moved to the chosen date.