Overview
Once you have all of your "Reschedule Reasons" set up on your global settings page, you're ready to begin using them in Spraye. For more information on setting these up, see: Reschedule Reasons (Global Settings)
Where You Will See Reschedule Reasons
- Admin > Scheduled Services > Calendar View
- When you reschedule your services from the Calendar View, you'll see a dropdown menu with your preset reschedule reasons.
- Admin > Scheduled Services > Table View
- When you reschedule your services from the Table View, you'll see a dropdown menu with your preset reschedule reasons.
- Admin > Scheduled Services > Table or Calendar View
- When you remove a remove a service from the schedule, you'll be able to choose a reschedule reason.
- Technician View
- If your technician reschedules a service from the Technician View, they'll be able to choose from a dropdown menu of reschedule reasons.
- Unassigned Services
- When a service is rescheduled from the technician view, it will automatically reappear on the Unassigned Service screen for scheduling. This column includes the reschedule reason and the technician who rescheduled the service.
- Email Notification
- Whether your "Reschedule Service" email notification is sent out automatically from the Technician View or you choose to send it out from the admin view, the Reschedule Reason will be included in the email to your customer.
Reschedule Reasons in your Outgoing Notifications
- If the automated email named "Rescheduled Service" is turned ON in your global settings, then an email notification will be sent out to your customers automatically when your technician reschedules a service from the technician view.
- You also have the option to send those notifications when rescheduling from the admin view.