Customer Notifications

Keep your customers informed at every stage of the service process. FieldPromax automatically sends customer notifications for appointment confirmations, service provider in-route alerts, work completed updates, invoice emails, estimate emails, and payment confirmations. You can customize delivery channels and email templates to match your brand.

What Customers Receive

FieldPromax can send the following notifications to your customers:

• Appointment Confirmations — When a work order is scheduled, the customer receives a confirmation with the date, time, and service provider details. This sets expectations and reduces no-access situations.
• Service Provider In-Route Alerts — When a service provider marks themselves as en route, the customer receives a notification so they can prepare for the arrival. This is especially valuable for residential service calls.
• Work Completed Notifications — When a service provider completes the work and updates the work order status, the customer receives a notification confirming that the job is done.
• Invoice Emails — When you generate and send an invoice from a work order, the customer receives an email with the invoice details and a link to view or pay online through the customer portal.
• Estimate Emails — When you send an estimate for approval, the customer receives an email with the estimate details and an approval or decline button. See Sending & Approval for details.
• Payment Confirmations — When a customer makes a payment (via Stripe or manual entry), they receive a confirmation email with the payment amount and remaining balance.

SMS vs. Email Delivery

You can send customer notifications through two channels:

• Email — The default delivery channel for all customer notifications. Emails include detailed information, PDF attachments (for invoices and estimates), and action links. Email notifications are sent to the email address stored on the customer record.
• SMS — Text messages for time-sensitive alerts like appointment confirmations and in-route notifications. SMS messages are concise and delivered instantly. To enable SMS, you must configure your text message settings and ensure customers have a valid mobile phone number on file. The phone number must be in the correct format (including country code) for SMS delivery to succeed.

How to Configure Customer Notifications

1. Navigate to Settings → Company Settings.
2. Locate the Customer Notification Preferences section.
3. Toggle each notification type on or off (appointment confirmations, in-route alerts, work completed, invoices, estimates, payment confirmations).
4. For each enabled notification, select the delivery channel: Email, SMS, or both.
5. Click Save.

Result: Customers will automatically receive notifications according to your configured preferences whenever the corresponding event occurs.

Template Customization

FieldPromax allows you to customize the content of customer-facing email notifications. You can modify the following elements:

1. Navigate to Settings → PDF & Branding.
2. Review the email template sections for invoices, estimates, and appointment notifications.
3. Update the email subject line, greeting text, body content, and footer message to match your company's voice and branding.
4. Include your company logo and brand colors for a professional appearance.
5. Click Save to apply the template changes.

Result: All future customer emails will use your customized templates, providing a consistent and branded experience.

Next Steps

• Admin Notifications — configure your own administrator alerts
• Service Provider Notifications — set up notifications for your field team
• Customer Portal — enable self-service for your customers
• Text Message Settings — enable SMS delivery for customer notifications