How can I get the public link of the service summary to send to my customers or property owners?

Learn how to manually or automatically generate and share the public link of a service summary with your customers or property owners for clear communication and transparency.

There are two ways to share the public link of a service summary with your customers or property owners. You can either do it manually after a service is completed, or you can automate the process so that the summary is sent automatically via email. Below are the steps for both methods:

Option 1: Manually Share the Link

1. Complete the service
   Once the service has been completed, go to the service summary.

2. Generate the public link
   In the top right corner of the service summary, you’ll see a button labeled “Generate link.” Clicking this button will automatically copy the public link to your clipboard.

3. Share the link
   Paste the link into your preferred communication channel, such as WhatsApp, email, or any other medium. This will allow the recipient to access the full service summary.

Option 2: Automate the Job Summary Sharing

If you prefer to send the summary automatically once a service is completed, follow these steps:

1. Go to Properties
   Navigate to the properties section in the platform.

2. Access the property settings
   Select the property you want to configure and go to the settings section.

3. Set the Job Summary Notification Preference
   Look for a section called “Job Summary Notification Preference.” This is where you can configure the automatic summary notification settings.

4. Add email addresses
   In this section, click “Edit” and add the email addresses of the people who should receive the service summary automatically. You can add as many emails as needed.

5. Automatic email dispatch
   Once you’ve added the emails, every time a service is completed for that property, the service summary will be automatically sent to the designated email addresses, with no manual action required.

• Summary of the Options:

  • Manual: After a service is completed, copy the public link by clicking the "Generate link" button and share it with your customers or property owners.
  • Automatic: Set up the notification preferences for each property to automatically send the service summary to the specified email addresses when the service is completed.