A field service team completes a job and wants the customer to know what happens next before the technician moves on. ServiceWorks records customers, jobs and trips, while Mobile Message can send a plain text update at useful points in the service process. Through Zapier, a completed trip or job can trigger an SMS with a completion note, follow-up instruction or service contact detail.

The workflow can also help teams respond to a customer’s text. ServiceWorks’s New Text Message Received trigger can pass the event into Mobile Message’s Send SMS action, provided the required information is available for the reply. New Customer can be paired with Create Contact when the business wants a Mobile Message contact created as a customer enters ServiceWorks.

Useful starting points include Trip Completed with Send SMS, Job Completed with Send SMS, New Customer with Create Contact and New Text Message Received with Send SMS. Other events such as New Job and Edit Customer are available when they match a clear notification process. Each Zap runs in one direction.