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In this article, you will learn how to use the Workiz Automations tool to help you easily reschedule Covid-related job cancellations.
Covid-19 has been a disruptive force to many industries across the globe. The field service industry is no different. Fortunately, dealing with Covid-related job cancellations doesn’t have to be a detriment to your revenue, thanks to Workiz Automations. With Workiz Automations, you’ll be able to automatically send your clients a notification about rescheduling a job that was cancelled due to Covid-19.
Note: In order to use this feature, you will need to activate it from the Workiz Marketplace.
Creating a Covid sub-status
You’ll need to start by creating a Covid sub-status for canceled jobs within Workiz.
From the navigation bar, select Settings > Settings
Under Job Settings, select Sub-Status
Select Add New
Complete the Add New Sub-Status fields:
Parent Status: Choose Canceled
Sub-Status: Enter Covid
Color: Choose a color as desired
Select Save
Creating a Covid-cancellation Automation
Now that the Covid sub-status has been created, it’s time to use it to trigger an action using Workiz Automations.
From the navigation bar, select Settings > Settings
Under General Settings, select Automation Center
Select Add Automation
Select Rule title (edit) and enter Covid rescheduling
Select this happens and choose a job
Select Scheduled and choose Canceled - Covid
Select someone and choose client
Select a reminder and choose a text message or email as desired
In the Customize your message field, copy and paste the following text:
Hi,
We're sorry to see you cancel your service appointment with us. If this cancellation is due to Covid-19, please consider rescheduling your service appointment for a later date to ensure the safety of both you and your technician.
To reschedule your appointment, please go to this link:
From the short code library {...}, select Booking link under Account
Select Save and close
Select within a defined time and choose immediately
Select Add Automation
Read the pop-up message and select Got it
Applying the Covid sub-status
Now that you’ve set up the automation, it’s time to learn how to use it.
Leave the Automation Center
From the sidebar menu, select Jobs
Search for a job that has been canceled due to Covid-19 and select a Job ID > Open Job Page
Select the field next to Status and choose Canceled - Covid
At the bottom of the page, select Update Job
Clients who cancelled a job due to Covid-19 should now receive an automatic reminder about rescheduling their service appointment.
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