Customize Pre-set Message Options for Service Emails

To learn how to create pre-made email message options on the web and the app, and how to use them in the field, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.

Step-by-step instructions . . .

1

Sometimes you need to give a customer extra information about their service. You also want to be sure your tech can give that information accurately, but you don’t want this to be part of the default message every time. That’s why Skimmer created Service Email Messages. It lets you pre-make standardized messages that your techs can choose to include in the service email when it’s appropriate. Here’s how to set them up and use them.

Starting on the website, we’ve navigated to Settings and then Service Emails. Look in the top right corner and click the Messages for Emails button.

2

You’ll see that we already have a few message here. They range from informing the customer about an element of their pool service to promoting a specific service your company may be offering right now. It can be any subject, whatever you want to preset.

To create a new message, click the Add Message button, and a pop-up window will appear. Then type whatever you’d like and click Save. The new message is now on the list, and it’ll be available to your techs in the field the next time their app syncs.

3

Moving to the app, on the Settings tab, tap Service Email Messages. Admins and owners can access this on the app, and it allows you to manage the message list exactly like we showed you on the web. So if you’re away from your computer and want to make a change to this list, you can easily do it here.

4

We’ve shown you how to set up the messages. Now here’s how to use them in the field. On the route screen, tap into a route stop and navigate to the Email box at the bottom. Tap the button that says Messages.

The list that you’ve created appears, and your tech can choose any that apply to this service. Whatever they choose will be added to the default message for this customer and this service only. After choosing, click Save, and you’ll see that those messages are now showing in the email message box.

When you’re ready and service is complete, tap Finish, and the email with these additional messages will be automatically sent.