FSM Customer Follow-Up and Communications
Field Service Management (FSM) can send notifications through a scheduled process. The process sends pending notifications and then clears the Pending Notifications field. You can use case and task outcomes, as well as exceptions, to coordinate customer outreach and internal communication.
As an operations manager, you might:
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Validate that notification processing is working when stakeholders report issues.
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Coordinate follow-ups after job completion or escalation, according to your organization's process.
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Email customers their service reports with PDF attachments as proof of work.
Example Use Case
Stakeholders report that notifications aren't sending. You confirm that pending notifications are queued, then cleared after the scheduled process runs.