Skip to content

HomeReal-time notification to technicians about job assignmentsAppointment & Work Order SchedulingReal-time notification to technicians about job assignments

Real-time notification to technicians about job assignments

Purpose

1.1. Enable automated, real-time job assignment notifications to technicians for scheduled, rescheduled, or urgent HVAC installation appointments.
1.2. Reduce dispatcher workload by automating technician communication across SMS, email, app, and collaboration tools.
1.3. Ensure technicians receive essential job details (location, task, time, customer, notes) instantly, minimizing human delays.
1.4. Track delivery/acknowledgment to confirm every assignment is received and reduce missed jobs.

Trigger Conditions

2.1. New work order created in scheduling software.
2.2. Existing assignment updated or rescheduled.
2.3. Urgent/priority job flagged by dispatcher.
2.4. Status changed to “Ready for technician” or similar.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Send SMS via Programmable Messaging API; set up API trigger for new jobs.
• Sample: Send POST request to `/Messages` with job info and technician’s number.

3.2. SendGrid
• Feature/Setting: Send automated emails with job details via Mail Send v3 API.
• Sample: Trigger v3/mail/send with technician email, subject, and appointment body.

3.3. Slack
• Feature/Setting: Post to technician’s channel/DM using Slack Web API `chat.postMessage`.
• Sample: Compose JSON payload with job assignment, send through API endpoint.

3.4. Microsoft Teams
• Feature/Setting: Send Adaptive Cards via Microsoft Graph API to technician channel.
• Sample: Push card with job and action buttons to user using `/chats/{chat-id}/messages`.

3.5. WhatsApp Business API
• Feature/Setting: Trigger job notification on WhatsApp using message templates.
• Sample: API call with template ID, variables set for specific job/technician.

3.6. Pushover
• Feature/Setting: Push real-time notifications to technician smartphone using Messages API.
• Sample: POST to `/messages.json` with user token and message body.

3.7. PagerDuty
• Feature/Setting: Trigger incident notifications with job info using Events API v2.
• Sample: POST `trigger` event to `/v2/enqueue` with technician as responder.

3.8. Google Chat
• Feature/Setting: Post message to technician’s direct chat or room with Google Chat API.
• Sample: Use `spaces.messages.create` to deliver work order details.

3.9. Discord
• Feature/Setting: Dispatch job info in DM or channel via Bot REST API.
• Sample: Use `POST /channels/{channel.id}/messages` with JSON payload.

3.10. Telegram
• Feature/Setting: Send message to technician via Bot API.
• Sample: Call `sendMessage` method with chat_id and text.

3.11. Signal API (SignalWire)
• Feature/Setting: Send secure SMS/IM via SignalWire Messaging API.
• Sample: POST to `/api/laml/2010-04-01/Accounts/{AccountSid}/Messages.json`.

3.12. Facebook Messenger Platform
• Feature/Setting: Notify via Page app using Send API.
• Sample: POST job text to `/me/messages` with recipient PSID.

3.13. ServiceNow
• Feature/Setting: Create and assign Incident or Task, triggering notification workflow.
• Sample: Use Table API to POST to task table for technician.

3.14. Freshservice
• Feature/Setting: Auto-assign ticket and set up notification rules via API.
• Sample: POST to `/api/v2/tickets` with custom field for technician.

3.15. HubSpot
• Feature/Setting: Use Workflows to trigger internal notifications or SMS via API.
• Sample: Use `POST /engagements/v1/engagements` for email or webhook.

3.16. Monday.com
• Feature/Setting: Trigger notification automations with Board changes via API v2.
• Sample: Use GraphQL mutation for item update, fire notification.

3.17. Asana
• Feature/Setting: Assign task and send notification using Tasks API.
• Sample: POST to `/tasks` and trigger user notification.

3.18. Jira Service Management
• Feature/Setting: Auto-assign and notify with webhooks or REST API.
• Sample: Issue transition triggers POST to `/rest/api/3/issue/{issueIdOrKey}`.

3.19. Zoho Desk
• Feature/Setting: Assign ticket and fire custom notification rule.
• Sample: Use POST `/api/v1/tickets` with notification policy.

3.20. SAP Field Service Management
• Feature/Setting: Assign activity and trigger alert via FSM API.
• Sample: POST to `/Activities` and set alert flag for technician.

Benefits

4.1. Rapid technician response time, reducing job delays.
4.2. Uniform communication reduces manual errors or missed assignments.
4.3. Streamlined workflow across mobile, email, chat, and business apps.
4.4. Scalability for large technician teams with minimal dispatcher intervention.
4.5. Trackable logs for auditing and compliance.

Leave a Reply

Your email address will not be published. Required fields are marked *