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Field Console Pro documentation

Field Console Pro Guide

Practical documentation for running customers, jobs, schedules, Operations map visibility, quotes, invoices, secure online payments, service records, and follow-ups—the operational work your business manages directly.

Guide status

Living guide for Field Console Pro operations. Review when plans, scheduling, or customer workflows change in the product.

Customer appointment pages and email updates

Share secure appointment pages with timing, service details, technician details where enabled, and available trip updates where enabled. Send appointment emails with secure links so customers can review visit details.

  • Share secure appointment pages with timing, service details, technician details where enabled, and available trip updates where enabled.
  • Appointment pages show customer-visible timing and service details—not your internal Operations notes.
  • Send appointment emails with secure links so customers can review the details that apply to their visit.
  • Technician details and available trip updates appear on the page where enabled for the appointment.

Customer Text Updates

When Customer Text Updates are enabled for your business, eligible customers can opt in from their secure appointment page.

Text updates are sent from your dedicated business texting number and can include:

  • appointment reminders
  • on-the-way updates
  • running-late notices
  • arrival updates
  • cancellation updates
  • completion updates

Appointment emails and appointment-page links do not automatically opt a customer into text messages. The customer chooses whether to receive texts from the secure appointment page.

Pausing and restoring text updates

Customers can reply STOP to pause Customer Text Updates from your business texting number.

If a customer later replies START, texting can resume for that number when the customer still has a valid opt-in.

If the customer's phone number changes, the new number must opt in separately.

Keep customer communications focused

Customer communications should stay operational and focused on appointment timing, service status, and visit context. Do not include sensitive personal details.

Google review request emails

Google review request emails help your business ask satisfied customers for public reviews after completed company jobs. Connect and confirm your Google Business Profile, then turn on review requests in Customer Communication settings. See the Google review requests guide for setup details.

Where to find it: Share the appointment link from the job or customer workflow in Field Console. Send appointment emails from the job or customer workflow when your process uses them.

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