Avoca supports two common ServiceTitan messaging patterns. Use the one that matches the event and customer experience you need.
Customer notifications for job activity
Open the Avoca dashboard, then go to Outbound → Customer Notifications. For supported ServiceTitan teams, this page can configure messages for:
- Job Scheduled
- Job Cancelled
- Job Rescheduled
- Appointment reminders
Each notification offers the variables supported by that event. Choose the sending number, scope, timing, and template shown in the editor, then test the result before enabling it.
Campaigns based on synced CRM data
Use this approach for broader or multi-step outreach:
- Confirm the required entities are healthy under Settings → CRM Sync.
- Build or save the qualifying audience under Outbound → Audience Filters, or choose another supported audience source during campaign creation.
- Build the contact sequence under Outbound → Workflows.
- Create the campaign under Outbound → Campaigns.
- Review schedule, filters, exclusions, opt-outs, and test output before launch.
An audience filter evaluates synced data; it is not automatically an immediate webhook for every ServiceTitan change. Timing depends on the CRM sync and campaign configuration.
Do not send a promotional or automated message merely because a customer matches CRM criteria. Confirm consent, purpose, frequency, and suppression rules first.
