Section 12: Internet Utility > Repair Status Notices

Setup Send Repair Status Notices – Pickup Notice

While processing is stopped, select Setup  Repair Statuses  Setup Send Repair Status Notices from the main menu to open the send repair status notices setup area. Enter repair status notice settings and click the Save button to save changes. Click the Close/Cancel button or press the Esc key to quit without saving changes. Each form section and entry field is discussed in the following sections.

In addition to this setup module, the e-mail, fax, and SMS text messaging communication settings must be configured (see Communication Options - E-mail Tab, Communication Options - Fax Tab, and Communication Options - SMS Text Messaging Tab).

Also, pickup notices may be disabled for individual customers by configuring options on the corresponding customer accounts (see Customer - Internet Utility Tab).

Pickup Notice - Status Updates via E-mail Tab

Select the Status Updates via E-mail tab and then the Pickup Notice tab to configure sending of the pickup notice via e-mail.

Pickup Notice - E-mail Tab Entry Fields

Field

Description

Send a notice when repair on an item has been completed or refused and the item is waiting to be picked up

Check this box to enable sending of pickup notices via e-mail. Uncheck this box (the system default) to disable sending of pickup notices via e-mail. If this field is unchecked then the remaining fields on the tab will be disabled.

Days before repeating the notice

Enter or select the number of days, from 1 to 365, after the last pickup notice was sent via e-mail for a particular repair order before sending out a repeat notice via e-mail. Entering or selecting 0 days indicates that notices should never be resent via e-mail. The system default is to resend the notice every 30 days.

Log notices in notes on corresponding records

Check this box if a message should be recorded in the private notes of the corresponding repair order record as each pickup notice is sent via e-mail. Uncheck this box (the system default) if no messages are to be recorded.

Message to send with the status notice

Enter a custom message that is to be included on the repair status notice e-mail.

This field is available only for licensed users of version 2.5 and higher.

Do not send notices by e-mail if there is an available fax number

Check this box to prioritize sending of repair status notices via fax ahead of sending them via e-mail (i.e. send via e-mail only if there is an e-mail address on the repair order, but no fax number on the repair order).

This field is available only for licensed users of version 2.5 and higher.

Do not send notices by e-mail if there is an available mobile phone number

Check this box to prioritize sending of repair status notices via SMS text message ahead of sending them via e-mail (i.e. send via e-mail only if there is an e-mail address on the repair order, but no mobile phone number on the repair order).

This field is available only for licensed users of version 2.5 and higher.

Pickup Notice - Status Updates via Fax Tab

Select the Status Updates via Fax tab and then the Pickup Notice tab to configure sending of the pickup notice via fax.

Pickup Notice - Fax Tab Entry Fields

Field

Description

Send a notice when repair on an item has been completed or refused and the item is waiting to be picked up

Check this box to enable sending of pickup notices via fax. Uncheck this box (the system default) to disable sending of estimate notices via fax. If this field is unchecked then the remaining fields on the tab will be disabled.

Days before repeating the notice

Enter or select the number of days, from 1 to 365, after the last pickup notice was sent via fax for a particular repair order before sending out a repeat notice via fax. Entering or selecting 0 days indicates that notices should never be resent via fax. The system default is to resend the notice every 30 days.

Log notices in notes on corresponding records

Check this box if a message should be recorded in the private notes of the corresponding repair order record as each pickup notice is sent via fax. Uncheck this box (the system default) if no messages are to be recorded.

Message to send with the status notice

Enter a custom message that is to be included on the repair status notice fax.

Do not send notices by fax if there is an available e-mail address

Check this box to prioritize sending of repair status notices via e-mail ahead of sending them via fax (i.e. send via fax only if there is a fax number on the repair order, but no e-mail address on the repair order).

Do not send notices by fax if there is an available mobile phone number

Check this box to prioritize sending of repair status notices via SMS text message ahead of sending them via fax (i.e. send via fax only if there is a fax number on the repair order, but no mobile phone number on the repair order).

Pickup Notice - Status Updates via SMS Text Messaging Tab

Select the Status Updates via SMS Text Messaging tab and then the Pickup Notice tab to configure sending of the pickup notice via SMS text messaging.

Pickup Notice - Fax Tab Entry Fields

Field

Description

Send a notice when repair on an item has been completed or refused and the item is waiting to be picked up

Check this box to enable sending of pickup notices via SMS text message. Uncheck this box (the system default) to disable sending of estimate notices via SMS text message. If this field is unchecked then the remaining fields on the tab will be disabled.

Days before repeating the notice

Enter or select the number of days, from 1 to 365, after the last pickup notice was sent via SMS text messaging for a particular repair order before sending out a repeat notice via SMS text messaging. Entering or selecting 0 days indicates that notices should never be resent via SMS text messaging. The system default is to resend the notice every 30 days.

Log notices in notes on corresponding records

Check this box if a message should be recorded in the private notes of the corresponding repair order record as each pickup notice is sent via SMS text messaging. Uncheck this box (the system default) if no messages are to be recorded.

Do not send notices by SMS text message if there is an available e-mail address

Check this box to prioritize sending of repair status notices via e-mail ahead of sending them via SMS text message (i.e. send via SMS text message only if there is a mobile phone number on the repair order, but no e-mail address on the repair order).

Do not send notices by SMS text message if there is an available fax number

Check this box to prioritize sending of repair status notices via SMS text message ahead of sending them via fax (i.e. send via e-mail only if there is a mobile phone number on the repair order, but no fax number on the repair order).

More:

Setup Send Repair Status Notices - Overdue Notice