How can I update the company name and email address on the Work Order Completion Survey emails sent to customers in ServiceTitan?

Problem

Work Order Completion Survey emails show the wrong company name and email address when sent to customers.

Solution

Update the company name and email address for legacy Work Order Completion Survey emails in Settings > Communications > Customer Notifications > Work Order Completion Surveys.

Update customer notifications settings

1. Go to Settings > Communications > Customer Notifications.

2. Click Work Order Completion Surveys.

3. Select the Email tab.

4. Click Customize.

5. Enter the correct company name in the Sender Name field.        

   Note: You can add the Business Unit Official Name token to this field to automatically populate the sender name from the Official Name field for the relevant Business Unit. This is set in Settings > Operations > Business Units > Edit Business Unit.

6. Enter the correct email address in the From field.        

   Note: You can add the Business Unit Official Email Address token to this field to automatically populate the email from the Email field for the relevant Business Unit. This is set in Settings > Operations > Business Units > Edit Business Unit.

7. Click Save.