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How To Send Text / SMS When Heading To Job Location

Written by Fin

The systems can send text / SMS messages to the customers when the driver is heading to the job location for delivery / collection by tapping Heading To Location in the Driver App.

Steps

  1. Navigate to Settings > Notification.
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    Click on Notification Settings tab to set up the SMS settings.
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  2. Click on the heading-to to open a Update Notification page

  3. 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
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  4. Select heading-to for the Events.

  5. Group – Optional
    Leaving it blank will result in this notification template to be applicable to all jobs.
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  6. Navigate to Text / SMS tab.
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  7. For the Send text / SMS to option, select the field containing the mobile number that you wish to notify when the event is triggered.
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    There are 4 options for this 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.

  8. Other Fixed Numbers – Optional
    The notification will always be triggered to entries in this field.
    Typically used to notify internal staff or or 3rd party contractors.
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  9. Enter your customized text message in the Text / SMS body field.
    ​Note: Your SMS service provider will charge you > 1 credit per SMS if the the number of characters in your SMS is > 160 characters.
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  10. A tracking link can be included in your text message after the text body for the recipients to track the status of their deliveries.
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  11. Click Save when done.

IN DRIVERS APP

For Drivers to trigger the corresponding text / SMS notification,

  1. Start the Detrack Driver App

  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. A notification will be send to the recipient

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