How To Send Text / SMS When Heading To Job Location

SCREENS

Click on heading-to.
Select Delivery or Collection job for this notification trigger.
Select the groups of jobs to send text messages.
Select the field where the recipient’s phone no. is saved.
Type the contents of SMS to the recipients.

ON DETRACK APP

Tap on the job to complete
Tap on Camera icon to select the option for Heading To Location.
Tap on the button Head To Location.
Enter the ETA and click ok

Drivers can send text / sms messages to their customers when the driver is heading to the job location for delivery / collection. To set text / SMS triggers go to Settings > Notifications. Scroll down to Text / SMS settings to set up the Twilio settings. Then, go to Notifications section and click on heading-to event trigger.

HEADING-TO EVENT TRIGGER

Heading-to event triggers a notification when the driver taps Head To Location button on Detrack App. The system will calculate an estimated arrival time (ETA) to reach the location and this ETA will be included at the end of the text / SMS notification. Driver can also change the ETA time in the Detrack App.

USES

This event trigger is useful when the drivers wants to notify customers that they are heading to their location to ensure that there is someone to receive / send the parcel. If the customer is not able to receive the delivery / send the parcel at the scheduled time, he/she is able to arrange for alternatives or postpone the time.

  1. Click on the heading-to to open a Edit Notification page
  2. Select the type of job to trigger a heading-to notification,
    • Jobs – trigger notification for all jobs when driver taps Head To Location
    • Delivery – trigger notification to delivery job when driver taps Head To Location
    • Collection – trigger notification to collection when driver taps Head To Location
  3. Events is by default heading-to.
  4. If you have a specific group of jobs that you want to trigger the heading-to notification, select the group/s that you have preset by clicking on the Group box. You can choose multiple groups to trigger notification or leave it blank if you want to trigger notification for all jobs.
  5. Go to the Text / SMS section.
  6. For the Send text to job’s option, select the field containing the mobile number that you wish to notify when the event is triggered. This field is optional – you can choose not to send any text by not selecting any field.
    Tip: The Phone # and Sender phone # fields can be found in the Add Delivery form where you would usually enter the customer’s phone number.
    If you cannot find Sender phone # in the form, go to Settings > Delivery Settings and enable the field Sender phone #.
  7. 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.
  8. Type your customized text message in the text body field.
  9. 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 uncheck the Include tracking link option.
    To be able to collect ratings and feedbacks via the tracking page, you need to enable the fields Goods Service RatingDriver Rating and Feedback Remarks via Settings > Delivery Settings > Fields.
  10. Click Save and send text notification button to send a sample text notification to the test phone # or click Save to save your settings.
    Note #1: the maximum number of characters for a text message is 160. If the resulting message is longer than 160, it will be broken down into two or more text messages and you will be charged accordingly in Twilio. Check out the text / SMS pricing at Twilio
    Note #2: our default text / SMS template may use up to 2 messages per notification. You may want to shorten it before you start sending notifications to your customers.

    To create a new notification, click on the Add Notification button, fill in the details and click Save.

ON DRIVERS APP

For Drivers to trigger a text / SMS notification,

  1. go to the Detrack App, tap on Start
  2. tap on the job that the driver is going to deliver / collect
  3. tap on the camera icon
  4. tap on Head To Location button
  5. enter the ETA if the driver wants to change it
  6. a notification will be send to the recipient

 

Check out the tutorials below to create notifications for other event triggers.