Pre-job event triggers a notification when the date and time of notification set by the admin has arrived. To set text / SMS triggers go to Settings > Notifications.

Click on Text / SMS settings tab to set up the Twilio settings. Then, go to Notifications settings tab and click on Pre-job event trigger.

PRE-JOB EVENT TRIGGER

Pre-job event triggers a notification when the date and time of notification set by the admin has arrived. The admin is allowed to set from 1 to 5 days before the delivery date. The admin can also specify the time to send the notification for all jobs.

USES

This event trigger is useful when the company wants to notify or remind their customers that their job orders are scheduled to deliver / collect on certain date and time. Once the notification date and time has arrived, it will trigger the system to send a notification via email or text SMS to inform the recipient.

  1. Click on the Pre-job to open a Update Notification page

  2. Select the type of job to trigger a pre-job notification,

    • Jobs – trigger notification when notification time has arrived

    • Delivery – trigger notification when notification time for delivery jobs has arrived

    • Collection – trigger notification when notification time for collection jobs has arrived

  1. Select Pre-Job for the Events.

  2. If you have a specific group of jobs that you want to trigger the pre-job 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.

  3. You can select up to 5 days before the job date to trigger an notification to your recipients.

  4. Select a select a time to trigger an notification.

  1. Go to the 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. This field is optional– you can choose not to send any text by not selecting any field.

    Tip: The Phone no. and Sender phone no. 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 no. in the form, go to Settings > Delivery and enable the field Sender phone no.

  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 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 Rating, Driver Rating and Feedback Remarks via Settings > Delivery > Fields.

  6. Click Save and send text notification button to send a sample text notification to the test phone number or click Save to save your settings.

    Note #2: Kindly keep the number of characters in your SMS body to within 160, else it may use more than 1 credit per notification.

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

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