Customer Work Order Notification

Customer Work Order Notifications automate the process of sending your customers reminders about the work you have scheduled for them in iPoint. Based on your settings, you will be able to send the customer an email with their appointment information and information about the technician being sent to the job.

Additionally, your customer will be able to click on a link in the email to confirm the appointment, cancel the appointment, or request the appointment be rescheduled.


Here are the steps to set up the Customer Work Order Notification feature. Follow the various links to read the specific instructions for each step.

  1. Setup Notifications: Settings > Module Settings > Work Orders > Notifications. Click on the blue Customer Notification Setup button.
  2. Setup Email Server: Settings > Web Services > Marketing & WO Notices. Ensure the email server information is correction and operational.
  3. Setup Technician Bios: Settings > Users > Bio. Add the Staff Member Photo and a Staff Member Bio.
  4. Setup Work Order Status: Settings > Pop Up Lists> Work Order Status. You need to define which status matches the customer responses for:
    1. Confirmed
    2. Canceled
    3. Reschedule

Send Customer Notices

To send a customer notice, go to the Work Order and click the Notify Customer button at the top of the Contact section.

iPoint Version: 9.0408
Last modified: 16 Jun 2021

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