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odoo accounting v14 pos v15
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v14: Field Services. Automatically email customer when their visit is planned, scheduled, and we are on our way?

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fieldemailnotificationsservicesv14
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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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Ray Carnes (ray)
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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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