Preparing next-day visit notices means checking a job list against weather conditions, deciding which visits need to move, and writing separate messages for each customer.
The automated version pulls the schedule and weather data on its own, flags likely reschedules, and drafts and sends each customer notice by email or text. Customers get earlier, more consistent updates while staff time shifts to other priorities.
The full workflow, from trigger to completion.
The flow starts automatically once tomorrow's job list is finalized each evening.
The automation pulls the job list and checks forecasts for every service area, flagging visits at risk.
For flagged visits only, the dispatcher calls the customer to confirm a new time before notices go out.
The automation generates the correct notice wording for standard or rescheduled visits using the saved templates.
The notice is emailed automatically to every affected customer.
A matching text message goes out to customers who have a mobile number on file.
The job record is updated to show the notice was sent and by which channel.
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