Automated Job Notifications send automatic SMS and email updates to customers and team members. Setting up automation rules keeps everyone updated without manual tracking.
Step-by-Step Walkthrough
Open Workflow Automations Settings
From the administration menu, navigate to Workflows and click on Automated Notifications.
Select Trigger Event
Select the system trigger event (e.g., 'Job Scheduled', 'Technician Dispatch', 'Invoice Overdue').
Add Logic Filter Conditions
Add condition rules to filter which jobs trigger notifications (e.g., 'Category == HVAC' or 'Days Past Due >= 15').
| Field | Requirement | Purpose / Details |
|---|---|---|
| Trigger Event | Required | Choose the action that starts the automation. |
| Filter Condition | Optional | Apply logical rules to target specific categories or clients. |
Compose Message Body using Dynamic Tokens
Write the notification text. Insert dynamic system tokens (e.g. {CustomerName}, {JobDate}) to personalize the message.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Channel Type | Required | Select SMS, Email, or Push Alert. |
| Message Template | Required | Type notification text containing dynamic fields. |
Enable and Publish Rule
Review your conditions and templates, then toggle the rule status to Enabled.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- Valid Token Mapping: All dynamic tokens used in message fields must match valid system fields.
- Trigger Condition Requirements: The rule must contain at least one valid trigger event.
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.