Business Preferences

Control how Syntra prepares Miller HVAC work, service updates, and approval requests.

Customer Arrival Notifications

Choose what happens when a technician marks a job as On My Way.

Update schedule status

Notify Sarah

Appointment Confirmation

Customer Follow-Up

On My Way

Parts Delay NotificationSoon

Sample On My Way

Hi Johnson, Alex from Miller HVAC is On My Way for your AC Repair.

Require approval before Customer Follow-Up is sent

Require approval before schedule changes

Allow technicians to mark On My Way without approval

Allow Customer Follow-Up without approval

Allow Schedule Conflict changes without approval

Executive Assistant

Active

What it prepares

Daily owner brief, priority review list, and end-of-day summary.

Requires approval

Customer-facing summaries and operational recommendations.

Service Scheduling Assistant

Active

What it prepares

Route Recommendation, Schedule Conflict notes, and Miller HVAC schedule options.

Requires approval

Schedule changes, route reorders, and customer timing updates.

Customer Follow-Up Assistant

Active

What it prepares

On My Way, Customer Follow-Up, and Parts Delay Notification drafts.

Requires approval

Any Appointment Confirmation, Customer Follow-Up, or Parts Delay Notification before sending.