How do I automatically email the customer the Job Sheets when a Service Appointment is Completed?

How do I automatically email the customer the Job Sheets when a Service Appointment is Completed?

To automatically send the completed job sheets to the customer when a Service Appointment is marked as Completed, you can set up an automation in Zoho FSM using custom functions and workflow rules.

To implement this automation in your FSM setup, refer to the help document: Email Customer the Job Sheets when a Service Appointment is Completed

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                                                                                                                            • Email Customer the Job Sheets when a Service Appointment is Completed

                                                                                                                              Use case: When a service appointment is completed, email the customer the completed job sheets in the service appointment. Follow the steps below to implement this use case: Step 1: Create a connection Step 2: Create a custom function Step 3: Create ...
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