Notification Triggers
For each Work Order task, you can choose when the customer should be notified:
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Scheduled
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Completed
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Both Scheduled and Completed
These settings control:
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When information is shown in the customer portal
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When email notifications are sent to the customer
Customer-Facing Text Fields
The text displayed in the customer portal and sent by email is defined on the task, per trigger:
Scheduled
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Customer header, scheduled
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Customer notification, scheduled
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Customer notification (short), scheduled
Completed
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Customer header, completed
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Customer notification, completed
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Customer notification (short), completed
Result
When a task is scheduled and/or completed (depending on configuration), the customer will:
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See the relevant information in the customer portal
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Receive an email notification with the same content
This provides clear, automated, and consistent communication throughout the work order lifecycle.
Scheduled Notification shwon in Customer Portal