This feature allows you to record your customers’ technician and scheduling preferences for easy reference by your team.
Important Note:
This information will also play an important role in Mantis AI, our upcoming Routing AI, which will use these preferences to help optimizing scheduling and routing.
By going to Account > Locations > Select the Location > Preferences, you can:
Choose Preferred Technicians - These technicians will be prioritized when assigning jobs to routes or optimizing routes for this location.
Turn Off Tipping Triggers - When turned off, automatic tip requests will not be sent after a job is completed. Technicians and Admins can still send tip requests manually.
Customize Scheduling Preferences - Choose the preferred time windows for your locations based on different days, weeks, or times of the year.
Configure their Appointment Messaging Preferences - Set which email address or phone number should be used for communications regarding this location.
To set-up your customer's scheduling preferences for their locations:
Go to Locations and open the location where you want to configure the preferences.
Choose Preferred Technicians
For repeat customers, you can set which Technicians they prefer to be assigned on their job requests. Mantis AI will cross check the Technicians' availability when creating bookings or optimizing job routes.
Toggle Tipping Triggers
Customers can opt out of Tipping Triggers for certain locations. If this feature is toggled off, the Tipping Email and SMS will not be triggered. The Technician and Super Admin however, can still send tip requests manually.
Add, Edit, or Remove Scheduling Preferences
Set your customer's custom availability windows for different periods based on what works for their schedule. Mantis AI will schedule around this when optimizing.
Day of the Week - can be scheduled on the selected days of the week only (e.g. Weekly on Monday)
Day of the Month - can be scheduled on the specific day of the Month (e.g. every 1st of the Month)
Weekday of the Month - can be scheduled on the specific days of the selected week/s of the month (e.g. The 1st Monday, Wednesday, and Friday of the Month)
Week of the Month - can be scheduled on in any of the days on the selected week of the month (e.g. The 1st week of the Month)
You can also track the changes made on the scheduling preferences by opening the Change Log. Entries to the change log include who made the change, the date and time, and the changes made.
You can also edit your customer's appointment messaging preferences.
Send SMS to - Choose which one of your customer's registered numbers will be notified for this location. This works for businesses with multiple branches and dedicated contact streams.
Send Email to - Choose which one of their account's registered emails should be notified for this location. You can select their account's main email or any one from their additional contacts here.
Notifications
You can choose to turn this off, send to email, send to SMS, or send to both for:
Confirmations
Reminders
Follow-ups
Broadcasts
Work Order Email
Choose which Email a job's Work Order is sent to.
