The Status Update feature is a quick and easy way to keep your customers updated on the progress of their repair or service.
You are able to create your own status updates. We recommend creating a few template messages that you will use regularly.
The default status updates you can choose from include:
Received your order
Ordered your parts
Starting work this week
Work is complete
Below you will find instructions on how to create template status updates for everyone at your location to use.
You can also watch this video for a quick tutorial.
Creating a Status Update
Once you have clicked on 'Update Status' from any order detail page, you will see the status update pop-up box.
Click on 'New' to create a new status.
You can then add the title of your status (this is shown as the Subject Line of the email to the customer) and the status message.
The message has a character limit of 140, so be clear and concise in your update.
Once you are happy with the status, click 'Send'.
We use tags to help auto-fill the status messages. A "tag" will be in double brackets, like this --> [[ ]]
For example, the tag, [[customer_name]], will be replaced by the actual customer's name you're messaging, when you send the message.
In the screen shot above you can see we used the [[customer_name]] tag.
Here are the available tags:
[[customer_name]]: The customer's name
[[team_member_name]]: The team member's name
[[provider_name]]: The provider location's name
