The following steps will need to be added to the call booking process:
Confirm the customer's delivery preferences.
When talking with an existing customer, make sure you confirm the customer’s delivery preferences.
When setting up a new customer, ask if they would like to receive automatic notifications to their mobile and/or email addresses.
Make sure notifications don't get sent to spam.
Tell customers that they should add noreply@servicetitan.com to their email address book, so messages will not be flagged as spam.
Tip: CSRs and Dispatchers should read the following articles:
FAQ
How do I prevent notifications from going to the customer's spam box?
Tell your customers to add noreply@onservicetitan.com to their list of addresses. This prevents messages from going to spam.