Customer and technician notification of project milestones

Purpose

1.1. To deliver instant, automated notifications to customers and technicians when key project milestones (site survey, installation date, inspection, completion, etc.) are reached in HVAC installation projects.
1.2. Ensures all stakeholders are updated about project schedule changes, confirmations, delays, or completions, minimizing missed appointments or confusion.
1.3. Enables real-time SMS, email, voice, and in-app alerts with project-specific details like location, technician assigned, appointment time, completion status, and next steps.

Trigger Conditions

2.1. Project management system status updates to a defined milestone (e.g., "Scheduled," "In Progress," "Completed").
2.2. Field service management platform logs technician arrival or task completion.
2.3. Backend system change detected in CRM or ERP reflecting milestone progress.
2.4. Calendar event reaching a predefined time threshold (e.g., day before, day after milestone).
2.5. Manual milestone confirmation by project manager via web/mobile portal.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use SMS Messaging API to send custom milestone alerts to mobile numbers; configure API endpoint /Messages.
3.2. SendGrid
• Feature/Setting: Transactional email API; configure /mail/send endpoint for automated milestone-based notifications.
3.3. Slack
• Feature/Setting: Incoming Webhooks; set up for team channel notifications on project events.
3.4. Microsoft Teams
• Feature/Setting: Connector webhook; push project milestone cards to relevant service team channels.
3.5. WhatsApp Business API
• Feature/Setting: Message Templates endpoint; dispatch milestone messages to verified customers.
3.6. Pipedrive
• Feature/Setting: Webhooks or Activities API (POST /activities) for sales ops-driven project notifications.
3.7. Salesforce
• Feature/Setting: Process Builder or Flow automation tied to Opportunity/Project records and Email/SMS Outreach.
3.8. Google Calendar
• Feature/Setting: Events API; trigger email or notification upon new or updated calendar event for project milestones.
3.9. Outlook 365
• Feature/Setting: Calendar Events API; automate sending invitations/notifications based on status changes.
3.10. ClickSend
• Feature/Setting: SMS or Email API; configure milestone templates delivered to customer and technician contact lists.
3.11. HubSpot
• Feature/Setting: Workflow Automation; set triggers based on Deal/Project stage and launch notifications.
3.12. Zendesk
• Feature/Setting: Triggers/Automations for ticket updates; notify based on project ticket status change.
3.13. Freshservice
• Feature/Setting: Workflow Automator for dispatch of email/SMS to field technicians or clients.
3.14. Monday.com
• Feature/Setting: Automation Recipes; send email/in-app notifications on board item status change.
3.15. Asana
• Feature/Setting: Rules; auto-notify assignees and followers when tasks reach a milestone status.
3.16. ServiceNow
• Feature/Setting: Notification Rules; configure alerts based on workflow stage for field service requests.
3.17. Zoho CRM
• Feature/Setting: Workflow Rules; automate email/SMS when project milestones are achieved.
3.18. Mailgun
• Feature/Setting: Email API; send customizable milestone emails on specific triggers.
3.19. Telegram
• Feature/Setting: Bot API; push repeatable project milestone messages to users/groups.
3.20. RingCentral
• Feature/Setting: SMS API; send real-time milestone notifications to field staff and customers.
3.21. PagerDuty
• Feature/Setting: Event Orchestration for urgent milestone alerts to on-call technicians.

Benefits

4.1. Minimizes appointment no-shows and project delays through instant communication.
4.2. Reduces manual follow-ups by automating repetitive notifications.
4.3. Keeps all parties informed in real time, increasing customer satisfaction.
4.4. Ensures transparency and accountability for each project stage.
4.5. Enables rapid response to schedule changes, emergencies, or completion.