Purpose: Personalise the business contact details displayed on the customer contact pop-up for help and support. Additionally, set the user roles that get notified when a work address books an appointment.
Providing work addresses with online access to book appointments for jobs that have been requested by the customer i.e. agents/landlords. Additionally using the scheduling rules, you can ensure that service jobs for these properties are booked before the due date and stay compliant.
- Available on Customer Journey plan and above
- Select ‘Don’t show email/phone’ options to disable Communication pop up
How to configure settings
Go to Profile icon > Settings > Self-service > Job booking portal settings > View
- Communications - Company information displayed in the customer contact pop up within the portal
‘Email address’ - Select from drop-down > Save
a. ‘Don’t show email’ - No email address is shown
b. ‘Show company email’ - Display email address from Company details
c. ‘Enter email’ - Display any other email address, manually typed in the field ‘New email’ now
‘Phone number’ - Select from drop-down > Save
a. ‘Don’t show phone’ - No phone number is shown
b. ‘Show company phone’ - Display phone number from Company details
c. ‘Enter phone’ - Display any other phone number, manually typed in the field ‘New phone’ now
‘Contact support description’ - Enter desired text > Save
‘Contact support title’ - Enter desired text > Save
‘Contact support available timing’ - Enter support hours > Save
‘Send notification to’ - Add required roles > Save
There are a number of prerequisite settings that need to be configured within Commusoft first to ensure the appointment goes to an available user with the correct skillset.