Service types and the email they trigger

Three things make this work: a Services field on the client profile (one option per service), the service types with the email text for each, and the services chosen on a client. Until an owner sets up the first two, nothing is sent. The examples below use a field-service business (Repair, Installation, Maintenance plan); use your own services.

Your screens may use a different word for Client or Case; the steps are the same.

Part 1Add the Services field to the client profile

Studio > Dossier Builder (an owner or admin)

1. Open Studio in the sidebar, then the Dossier Builder tab.
   You see: the sections of your client profile, each one collapsed to its name.
2. Click the name of the section where your team fills in the client's details, then click + Add Field at the bottom of its field list.
   You see: a New Field form opens inside the section.
3. Under Label type Services. Under Type pick Multi-Select.
   You see: an Options box appears with Add option... in it.
4. Type one service and press Enter (or click +); repeat for each service, for example Repair, Installation, Maintenance plan.
   You see: each option as a small tag under the box; click a tag to remove it.
5. Click Add Field.
   You see: the message "Field added", and Services in the section's field list.

Part 2Write the email for each service

Org Settings > Organization > Service types and the email they trigger (an owner or admin)

1. Open Org Settings, the Organization tab, and scroll to the card Service types and the email they trigger.
   You see: the card, and under it the line "Off: no client field holds the services yet."
2. Under Which client field holds the services, pick Services.
   You see: the line under the card reads "Off: the field "Services" is chosen, but no service type is on yet."
3. Under Add a service type: type the name (Repair), leave Matches: same as the name or pick the option it matches, add an email subject if you want your own, and write the email text: what the client must send you or do for this service. One paragraph per line. Click Add service type.
   You see: the service type as a row in the list, with On ticked, Preview and Edit.
4. Repeat for each service. Use the arrows on a row to change the order.
   You see: the line under the list reads back what will happen, for example: When one of "Repair", "Installation", "Maintenance plan" is ticked on a client, they get one email with the text of each newly ticked service.

5. Click Preview on a row to read the email as the client will.
   You see: an Email preview window with the subject and the text, addressed to "Sample Client". Click Close.

Part 3Choose the services on a client

The client's profile (anyone whose role may edit clients)

1. Open the client. On the section that holds Services, click Edit.
   You see: the section's fields open for editing, Services among them.
2. Choose the services the client is getting. Depending on the section, Services shows the options to click, or a box: type the services separated by commas, spelled exactly like the options (Repair, Installation).
   You see: the services you chose in the field.
3. Click Save.
   You see: the message "Saved". The client gets one email with a section for each newly chosen service, and their profile timeline shows "Service email: Repair, Installation".
4. Saving the same service again later sends nothing. Remove it, save, then add it again and save: it is sent again (a second round).
   You see: a new "Service email" line on the timeline each time an email goes out.

TroubleshootingIf something does not look right

"Off: no client field holds the services yet."

Nothing is sent until a field is picked under Which client field holds the services (Part 2, step 2).

"No multi-select field yet: add one in Studio > Dossier Builder with one option per service."

Only a Multi-Select or Dropdown field of the client profile can hold services. Add one (Part 1), or check the field's type in the Dossier Builder.

"Give the service type a name."

The name box under Add a service type is empty. Type the service's name, then click Add service type.

No email went out

Check four things: the field is picked in Org Settings, the service type is On, the service on the client is spelled exactly like the option, and the client has an email address. Only a newly chosen service sends.

I changed the text and want the client to get the new version

Remove the service from the client, save, add it again and save (Part 3, step 4): the client gets the current text. To send it again without touching the client's profile, ask the Aqvori team through Report an issue.