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Scheduling service visits through SMS and email links

When a service request is created, the customer gets an SMS or an email with a link to a page where they can confirm, decline or move the visit.

Customers can confirm or move a visit themselves from a link.

Client
Equipment sales and service company
Our role
New modules in an existing system
Years
2026
Technologies
TypeScript, AWS SMS, SMTP, MongoDB change streams, Jest

The task

Agreeing periodic maintenance visits meant phoning every customer.

The solution

A service request sends the customer – one or several recipients – an email, an SMS or both, with a short link. The message lists the items due, the technician who will come and how to reach the office.

On the page, the customer confirms, declines or picks another date and time, and can change the answer until the request is closed.

The office works in a separate section for service requests, and the technician sees a day plan.

The customer confirms the visit from a link
  1. An SMS or an email with a link

    Service department

    SMS

    1 Oct 2026, 09:14

    Your service visit: 14 Oct 2026, 10:00–12:00. Confirm or change the time: example.com/v/7KQ2

    Email09:14

    Service departmentYour service visit on 14 Oct 2026

    Your periodic maintenance is due. Technician Tomas K. will come between 10:00 and 12:00.

    Confirm or change the time

    Questions: office@example.com

  2. The page the link opens

    example.com/v/7KQ2

    Visit confirmedThe service department has your answer

    Service visit

    Wednesday, 14 Oct 2026

    10:00–12:00

    Work
    Periodic maintenance
    Technician
    Tomas K.
    ConfirmDeclineChoose another time

    You can change your answer until the request is closed.

  3. The answer in the company's system

    Service requests

    Periodic maintenanceConfirmed by the customer

    Customer
    Ona P.
    Visit
    14 Oct 2026, 10:00–12:00
    Technician
    Tomas K.
    Answer
    1 Oct 2026, 09:20, from the link

Results

  • Customers can confirm or move a visit themselves from a link.

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