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How To Send Text / SMS When A Job Is Added

Written by Fin

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

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.

Steps

  1. Navigate to Settings > Notification > Notification Settings > Click the Add Notification button to open a pop-up.
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  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

  3. Select info-received. for the Events.
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  4. Group – Optional
    Leaving it blank will result in this notification template to be applicable to all jobs.

  5. Navigate to the Text / SMS tab.
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  6. 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.

    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.

  7. 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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  8. 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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  9. A tracking link can be included in your text message after the text body to track the status of their deliveries.
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  10. Click Save when done.

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