When handling customer communication and billing, sometimes it is necessary to put "alerts" on an account to be visible anytime someone accesses it. This makes it easier to remember important things in the busy season when you have a million things going on.
Spraye allows you to set 2 different types of alerts on a customer account: General Alerts & Payment Alerts
Here's how it works:
- You can add as many alerts as you would like to any account or property.
- If an alert was set up to show on the technician screen when initially created, then that alert will be displayed for the technician when they are completing a service at that property or for that customer. It will display as seen below after they click the "Start Service" button at the stop. You will also be able to see a "tech visible" tag on the Customer Quick View screen next to the alert.
As always, please let us know if you have any questions about using alerts.