Planado can send two types of SMS notifications:

  • reminders about scheduled for current day job;
  • message about a worker beginning his way to the client.


SMS will be sent to the primary phone number in the job. If you picked one of the preexisting clients from the search, his phone number will be automatically copied to the primary phone field, or you can input it manually.


You can configure SMS notifications in the menu SettingsGeneral.  Here you can also see how many messages were already sent to clients.  The amount of free SMS messages is set in your subscription plan (in this example amount is 200).

 

1454336260_58.pngSMS notifications are not available in all subscription plans. If your plan is not including a function to send messages, the menu with configuring  SMS notifications won't be shown.


In the field En route message you can enter template for SMS notifications that will be sent to clients once your workers will begin their way to address: pressed on En route button in the mobile application (in other words, when a job will change its state to En route).

 

Field Scheduled job message will be used to set a template for the job scheduled for the current day. This SMS notifications will be sent once during one next hour from the one you set in the field Send out scheduled job messages at this hour. For example, if you set an hour of sending out to 10, SMS will be sent from 10:00 till 11:00.


1454336260_58.pngIf the job scheduled for the current day is created after send out an hour, the client won't receive a notification.


Message templates


The template of SMS notifications consists of text and substitutions - special words that use values in the corresponding fields of a job.


For example, if for a message about a worker being en route you set template:

Worker {{worker.name}} {{worker.phone}} is on the way. {{company_name}}

the client will receive this message:

 Worker Simon Gardner +79168888888 is on the way. Postal Service Company

 

Making a template

 Today at {{job.scheduled_at.strftime('%H:%M')}} you will be visited by our worker. {{company_name}}

for planned job client will receive a message:

Today at 12:00 you will be visited by our worker. Postal Service Company


One message can consist of a maximum of 70 symbols. If the created message will be longer, it will be split into two messages. Under the input field, you can see how many symbols left, but it doesn't count words that will appear after substitution. Long substitutions  (for example, the name of the company or worker's names) can lead to making the message too long and it will be counted as two separate messages.


1454336260_58.pngIf a value for substitution wasn't set in the corresponding field (for example, if you used {{worker.phone}} but the worker doesn't have a phone number), when the message will be created this substitution will be ignored.


Possible substitutions

{{company_name}}

The name of the company can be set in the menu SettingsGeneral.



Since  as a sender in the coming SMS messages client will see Planado, it is recommended to include in the body of a message name of the company, so the client would know the subject of the message. It can be done using this substitution or if you want to make the text of SMS shorter, you can include the name of the company as an ordinary text. 


For example, substitution {{company_name}}  will return the full value of the field "Postal Service Company" consisting of 22 symbols. You can write in the template of a message as ordinary text name "Postal Service" therefore making the name of the company consist only of 14 symbols, and the client will still understand the subject of a  message.

 

{{job.scheduled_at.strftime('%H:%M')}}

Time job scheduled at, in a format HOURS:MINUTES.



This substitution is recommended to use in the messages about scheduled jobs, because the worker can start his way to the client at a different time -  earlier or later than scheduled one, so message including scheduled time can confuse the client. In the message template you can add commentary  about time your worker will arrive to the client, for example, «in about 30  minutes»


{{worker.name}}

Name and second name of a worker assigned to a job.


If instead of a single worker, the team was assigned, this substitution returns the first and second name of team foreman.

 

{{worker.phone}}

Phone number of a worker assigned to a job.


If instead of a single worker, the team was assigned, this substitution returns the phone number of the team foreman.

 

{{job.custom_field('Название поля')}}

Value from the corresponding additional custom field of a job. It can be for example a price of planned jobs, in this case, you can use substitution {{job.custom_field('Price')}}.


In order to include the value of the custom field in SMS notification, it needs to be filled before the worker will begin his way to the client (press En route button).

 

How to turn off SMS notifications


If you don't want to send clients SMS messages, just leave message fields empty in the general settings.


In the article Troubleshooting with SMS notifications, we describe possible reasons why clients might not receive SMS notifications.


If you need any help, leave us a ticket or write to our email address: support@planado.app.