Planado can send two types of SMS-notifications:

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


SMS  will be send to 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 primary phone field, or you can input in  manually.


You can configure SMS-notifications in the menu SettingsGeneral.  Here you can also see how many messages were already sent to clients.  Amount of free SMS messages are 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 function to send messages, 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 send to  clients once your workers will begin their way to address: pressed on En route button in mobile application (in other words, when job will change its state to En route).

 

Field Scheduled job message  will be used to set a template for job scheduled for current day. This  SMS-notifications will be send 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 hour of send out to 10, SMS will be send during 10:00 till 11:00.


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


Message templates


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


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

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

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 message:

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


One  message can consist of maximum 70 symbols. If 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 it words that will appear after substitution. Long substitutions  (for example, name of the company or workers names) can lead to making  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 worker doesn't have phone  number), when message will be created this substitution will be ignored.


Possible substitutions

{{company_name}}

Name of the company, can be set in the menu SettingsGeneralGeneral.



Since  as a sender in the coming SMS messages client will see Planado, it is  recommended to include in 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 message of SMS shorter, you can  include name of the company as an ordinary text. 


For example, substitution {{company_name}}  will return 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 name of the compalyn consist  only of 14 symbols, and the client will still understand 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 worker can start his way to client at the different time -  earlier or later than scheduled one, so message including scheduled  time can confuse client. In the message template you can add commentary  about time your worker will arrive to 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, team was assigned, this substitution returns first and second name of team foreman.

 

{{worker.phone}}

Phone number of a worker assigned to a job.


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

 

{{job.custom_field('Название поля')}}

Value  from 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 value of custom field in SMS-notification, it needs to  be filled before 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.