Follow-up and re-treatment scheduling requires office staff to manually review completed treatments, calculate due dates, check technician availability, and coordinate with customers through multiple back-and-forth messages.
Automation reads completed treatment records, calculates service intervals automatically, finds available technician slots, and sends customers appointment options via SMS with a confirmation link.
The full workflow, from trigger to completion.
A treatment record is marked as complete or the job management system, triggering the automation workflow.
The automation reads the treatment type and service interval from the customer record and automatically calculates the next due date.
The automation queries to find the next available 2-hour window for the assigned technician that falls within the due date window.
An SMS or email is sent to the customer or proposing the available slot with a one-click confirmation link.
Once the customer confirms (or after 24 hours if no response), the appointment is automatically added to the technician's.
A new job record is created with all treatment details, customer notes, and technician assignment.
Confirmation messages are sent to both the technician and customer via SMS and email with appointment details and any special instructions.
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