The Communications module coordinates customer-facing notifications. Sending arrival alerts, scheduling updates, and receipt links directly from jobs keeps clients informed and records history.
Step-by-Step Walkthrough
Open Customer or Job Record
Navigate to the customer account or open the target job record. Click on the Messages icon.
Choose Communication Channel
Select the communication channel: SMS (for quick updates) or Email (for estimates and invoices).
Select a Template
Choose a pre-defined communication template (e.g. 'On My Way - Technician ETA') or type a custom message.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Recipient Phone/Email | Required | Target email address or SMS phone number. |
| Message Body | Required | Type your text or insert dynamic placeholders. |
Send Message and Monitor Delivery
Click Send Message. The system queue processes the delivery and shows status tags (Sent, Delivered, Read).
Review Conversation Logs
View the consolidated Communications Log to audit timestamps, recipient details, and message contents.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- Valid Phone Format: SMS requires a mobile number. Landline numbers are rejected by the SMS gateway.
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.