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New ServTraq Features!
Over the New Year holiday, three new ServTraq features were released ahead of what is expected to be one of the biggest releases of 2020: SMS Text Message Appointment Reminders and Confirmations. That’s right - soon you’ll have the ability to send text message reminders for upcoming weatherization appointments (and more) to your customers!
For now, let’s review the new features that are already available:
1. Weatherization Appointment Confirmation
You can now mark weatherization appointments as “CONFIRMED” on the add/edit appointment form. New fields added to the form include:
Checkmark the box to record the appointment as confirmed. The date and time will automatically populate.
Method (of Confirmation)
Drop-down Menu Option
Select the method of confirmation from the drop down menu.
On the Appointment Schedule:
CONFIRMED appointments will show in light green
UNCONFIRMED appointments will show in light red
2. Preferred Language on Customer Record
A “Preferred Language” field was added to the Customer Record to note a customer’s language of preference. The language selected will be used to send text message reminders to customers in that language preference.
3. ServTraq Support and User Details
The upper right hand corner has been redesigned and features a new look, but the functions are still the same:
The icon will redirect you to the contact ServTraq Support page.
The icon will allow you to view user details, change passwords, and sign out.