I would like to email Customers when their visit is "planned" as well as when their visit is "scheduled" as well as when we are have "left the previous visit".
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One great way is to use the EMAIL TEMPLATE feature of Field Service Project Stages.
The default Stages are NEW and DONE. You can add others and each can use a separate email template - automatically sent when the Task/Visit moves to that Stage.
I find making a custom view provides easier access to the Stages:
<page name="settings" position="after">
<page name="stages" string="Stages">
<field name="type_ids"/>
</page>
</page>
Even without this custom view you can access them from the Projects app, via Project --> Configuration --> Stages.
With the custom view, you will now see this when you open a Field Services Project:
Click ADD A LINE to make your own additional Stages for PLANNED, SCHEDULED and LAST JOB DONE:
For each stage you can then create an Email Template that is sent to the Customer:
The DYNAMIC PLACEHOLDER GENERATOR tab helps you generate the field that will contain dynamic data, based on the Field Services Task.
CODE VIEW of this Template:
<p>To our valued Customer,</p>
<p>We wanted to let you your visit for the ${object.name} has been planned.</p>
<p>We are currently planning to arrive on ${object.planned_date_begin.strftime("%A")} between ${object.planned_date_begin.strftime("%-H")} ${object.planned_date_begin.strftime("%p")} and ${object.planned_date_end.strftime("%-H")} ${object.planned_date_end.strftime("%p")} but this is only an approximate window</p>
<p>We will email you again the day before your visit to confirm a more convenient 1 hour window for our arrival</p>
With this Task:
This email is sent when the Task is moved to the PLANNING stage:
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