Service Job Bulk Location change and Notifying the Retail Customers

In this guide, we will walk through how to efficiently manage service jobs by bulk-changing their in-store locations and notifying the corresponding customers about status updates. Using the bulk selection feature streamlines these processes, saving time while keeping customers informed.

You may refer to this video for a step-by-step guide on how to Change the Service Job in Bulk and Notify the Retail Customers: https://www.youtube.com/watch?v=ddhjShK-0dY

Why Use Bulk Actions for Location Changes and Notifications?

The ability to select multiple service jobs at once allows you to make changes in bulk, which can significantly improve workflow efficiency, especially when managing large volumes of service jobs. Additionally, notifying customers about job updates ensures that they are kept in the loop, improving the customer experience and reducing inbound support queries.

Step 1: Access the Service Jobs Module

To begin, navigate to the Service Jobs module from your dashboard. This module displays all active and completed service jobs, along with their current status and location within the store. 

Step 2: Selecting Multiple Service Jobs

You can select multiple service jobs using the checkboxes provided:

1. On the left-hand side of the screen, check the boxes next to the service jobs you want to modify.

2. To select all available jobs on the current page, use the Select All checkbox located at the top left.
   
   

For this example, we’ll select two jobs that we want to move to a new location.

Step 3: Changing In-Store Location in Bulk

Once you have selected the jobs, follow these steps to change their location:

1. Click on the Pink Round Action Button located in the top-right corner of the grid.
   
   

2. From the action menu, select the Change In-store Location option.
   
   

3. In the opened Item Location dialog, you'll see a list of all available in-store locations.
   
    

4. Select the desired location or add a new one by pressing the Add New Location button. In this example, we’ll be choosing Jov’s Work Bench as the Item Location.

5. Click Save to confirm the location change. You should see on the top of the screen if the Item Location was changed successfully. The selected service jobs will now be updated with the new location, which you can verify by reviewing the Location column in the service jobs grid.
   
   
   
   
    

Note: Service jobs that are not currently in your store cannot be moved to a new location.

Step 4: Notifying Retail Customers of Status Updates

Once the service jobs have been moved, you may need to notify the customers about the status change. Follow these steps to send bulk notifications:

1. Bulk select the same service jobs by checking their boxes again.
   
   

2. Press the Pink Round Action Button and choose the Notify Retail Customers option.
   
   

3. In the Notify Customers dialog, you will see the list of customers associated with the selected jobs. If multiple jobs belong to the same customer, they will be grouped together to avoid sending duplicate notifications.
   
    
   
   

Step 5: Selecting Contact Methods

For each customer, you can choose their preferred contact method:

1. Choose Email or Phone from the dropdown menu next to each customer’s name.

2. For instance, select the Phone Number for one customer and Email for another, as demonstrated in this example.
   
    
   
   
   

Step 6: Configuring Message Templates

Before sending the notifications, you can configure the message templates for both text and email:

1. Under the Text Message section, press the button to select a template.
   
   

2. In the Select Template dialog, choose the desired template from the available options. 
   
   

3. These templates can be managed and customized in the Communication module under the Message Templates tab.

4. After selecting the template, you can still modify the content if necessary.

Note: Even if you used an incorrect template, you may still be able to load another one by pressing the Load Template in the top-right corner

Next, follow the same process for the Email Message Template. 

Step 7: Sending the Notifications

Once all selections are made:

1. Press the Notify Customer button to queue the outgoing messages.
   
   

2. The customers will receive their notifications via the chosen contact method (text or email), keeping them updated on the job status.
   
    
   
   
   

Troubleshooting

If you encounter any issues while testing out the Service Job Bulk Location feature, please reach out to  Flawless POS customer support for technical assistance.