List of alerts designed to go to our Clients Customers (customer facing alerts)

Most Popular:

ID54 - New call opened/disp/closed emails to your customers Help Desk

ID181 - New call opened/disp/closed emails to your customer (person listed in service call)

ID200 - Emails supply shipment notifications

ID216 - Emails confirmation of supply order

ID213 - Past Due Mini Statements

ID800 - Past Due Invoices emailed to your customers

ID89 - Thank you Letter for Equipment Invoices to print and mail to your customers

ID732 - Thank You Email for Equipment Invoices

ID149 - Meter Estimation Letter to send to your customers

Our Surveys:

ID109 - Closed Call Survey

ID312 - New Equipment Install Survey

ID220 - Supply Order Survey

ID271 - Internal Employee survey

ID373 - Survey the Executive contact (decision Maker)

ID379 - Site Survey to send before an install

ID480 - Annual Survey based on Contract Start Date

ID406 - Survey everyone (every contact with an email)

ID778 - Survey for Equipment Delivery Calls

ID81 -   Lost Customer Survey

ID505 - Survey from ConnectWise calls

ID788 - This alert is designed for clients who have customers that want to see the results of surveys that their users have completed to gauge the satisfaction of the company

ID765 - This alert is only for people using the Net Promoter Score. If someone responds to the NPS question and scores you 10 out of 10 plus they take the time to post a comment then they are very likely big fans. This alert would send them an automated email, saying glad you like our service, we would love if you would click this link to recommend us on our LinkedIn/Facebook/Yelp page. Suggest the From address be your CEO/President.


ID412 - Send Customer CSV file by EquipmentLocation with BW / Color Meter Charges to ContractContact 

ID426 - Send EquipmentContact CSV file by Equipment Location with BW / Color Meter Charges. This alert combines all the equipment assigned to common contact and sends an email to each equipment contact with all equipment assigned to them.

ID687 - Deposit Based Contract History Detail report for customer reconcilliation 

ID702 - Notify Customer of Contract Due to Terminate 

ID873 - This alert is a call summary designed to be sent to your customer and reports all calls currently open and all calls closed since the last summary was sent. 

ID447 - Alert to start conversation with customer at end of lease driven by: Lease Ending/Service Frequency/ Usage Level

ID404 - Alert your customer On New Meters from specified source. A clients customer wanted to be notified when FM Audit sent in a automated meter reading.

ID753 - Email Customer Tracking Info for Drop Ship Orders

ID457 - Blast Email Message to all contacts on Calls/Orders in last XXX days specified  

ID701 - Notify our clients Customers' Help Desk Contact of details on service calls that are on hold for parts 

ID776 - Customer followup required for on hold calls. This alert is for a process to 'followup' with the customer to make sure that the tasks they were responsible for are done.

Designed to go to other dealers:

ID764 - Send snapshot of most recent closed call in service call history to the Ship In Dealer 

ID498 - Sending Meter Reads to Other Dealers

ID471 - Send Closed Call Ticket with part details to the Ship In Dealer

Designed to go to Vendors:

ID251 - Send email with PO (to vendor Optionally) based upon POOrdertype in VariableW

ID277 - To send an email to the vendor for Drop Shipped POs.  

ID428 - Send Email to Contact for selected customers (custom property) on supplies order types that order is in process. 


*Note that some alerts may be in a status of building or Development, therefore not ready for install. Please check for current status.



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