How To Send Text / SMS When A Job Is Added

Users can send text / SMS messages to their customers when a new job is added / imported to job list.

To set text / SMS triggers go to Settings > Notifications > Notification Settings > Add Notification.

Select the Info-received event trigger.

The initial status can be In-transit or In-progress.

Note:
Existing jobs in the system are rescheduled to another date will not trigger this notification.

1. Click on the Info-received to open a Update Notification page
2. Select the type of job to trigger a info-received notification,
   • Jobs – trigger notification when importing any jobs
   • Delivery – trigger notification when delivery jobs are added or imported
   • Collection – trigger notification when collection jobs are added or imported

1. Select info-received. for the Events.
2. If you have a specific group of jobs that you want to trigger the info-received notification, select the group/s that you have preset by clicking on the Group box. You can choose multiple groups to trigger a notification or leave it blank if you want to trigger a notification for all jobs.

Text / SMS

1. Click on Text / SMS tab.
2. For the Send text / SMS to option, select the field containing the mobile number that you wish to notify when the event is triggered.

   

   There are 4 options for this field.

   Field	Description
   Select Field	None. Does not take reference from any of the job fields for sending out text / SMS.
   Phone No.	Takes reference from the Phone No. for sending out the Text / SMS.
   Sender Phone No.	Takes reference from the Sender Phone No. for sending out the Text / SMS.
   Other Phone Numbers	Takes reference from the Other Phone Numbers for sending out the Text / SMS.

   Note:
   The Phone No., Sender Phone No. and Other Phone Numbers can be enabled under Settings > Job > Fields.

3. If you wish to notify other recipients such as internal staff or 3rd party contractors, enter their mobile numbers (one per line) in the Other Fixed Numbers box provided. This field is optional – you can choose not to send any text to others by leaving the field empty.
4. Type your customized text message in the Text / SMS body field.
5. A tracking link will be included in your text message after the text body. The link, when tapped on smartphones, will send the recipients to a direct tracking page where they can easily track the status of their deliveries. The recipients will also be able to rate the Goods / Service, the Driver, as well as provide feedback regarding the delivery to you.

Tip: if you do not wish to include a tracking link in your text / SMS, simply switch off the Include Tracking Widget Link option.

To be able to collect ratings and feedbacks via the tracking page, you need to enable the fields Goods Service Rating, Driver Rating and Feedback Remarks via Settings > Job > Fields.