Job Completion Confirmations

Job Completion Confirmations are automated notifications sent to customers when a work order is marked as completed in FieldPulse. These messages can include a summary of work performed, final charges, and optional satisfaction survey links.

What Triggers a Completion Confirmation

A completion confirmation is sent automatically when:

• A technician updates the work order status to Completed via the mobile app
• A dispatcher manually changes the status in the web interface
• An automated escalation rule closes the work order after a defined period

The notification is queued within 60 seconds of status change. Delivery typically occurs within 2–5 minutes, depending on carrier and email provider.

Configuring Message Content

To customize what appears in completion confirmations:

1. Navigate to Settings → Notifications → Job Completion
2. Select Edit Template
3. Use the variables listed in the right panel to insert dynamic content
4. Preview the message before saving

Available variables include {{work_order.number}}, {{customer.name}}, {{total_amount}}, {{technician.name}}, and {{completion_datetime}}.

Attaching Invoices and Summaries

The Include Invoice PDF option attaches a formatted invoice to email notifications. SMS notifications cannot include attachments; instead, they contain a link to a customer-facing summary page.

To enable invoice attachment:

1. Ensure Invoice Generation is enabled in Billing Settings
2. Check Attach Invoice to Completion Emails in notification settings
3. Verify that your invoice template includes required fields (see Printing and Exporting Work Orders)

Customer Satisfaction Surveys

FieldPulse can append a survey link to completion confirmations. Survey responses are collected externally and synced to the work order record.

Configuration steps:

1. Obtain your survey URL from your feedback platform (e.g., Typeform, Google Forms, custom)
2. In the notification template, append ?work_order={{work_order.number}} to pass context
3. Paste the full URL into the Survey Link field

Survey response data must be integrated via API or Zapier to appear in FieldPulse reports.

Delivery Channels

For detailed SMS configuration, see Configuring SMS and Email Alerts.

Conditional Sending

Completion confirmations can be suppressed based on work order criteria:

• Work Order Type: Exclude estimates, callbacks, or internal jobs
• Customer Tag: Skip customers flagged "Do Not Contact"
• Job Value: Only send for jobs exceeding a threshold amount

Set conditions in Settings → Notifications → Job Completion → Delivery Rules.

Troubleshooting Undelivered Confirmations

If customers report not receiving completion notifications:

1. Verify the work order status is Completed, not Closed or Archived
2. Check the Notification Log in Settings → Notifications → History
3. Confirm the customer's contact information is valid and not marked bounced
4. Review spam folder placement with the recipient

For delivery failures, the Notification Log includes error codes and retry timestamps.

See Also

• Technician Arrival Notifications
• Configuring SMS and Email Alerts
• Setting Up Customer Notifications
• SLA Breach Alerts