Set who gets tracking links and texts

Choose which of a customer's contacts get the tracking link and delivery messages, and what their portal can do.

For office

  1. Open Clients and pick the customer.
  2. On the Live Tracking card, switch on Tracking links enabled. A customer split by city has a switch each for Sydney and Melbourne.
  3. Under Contacts, type a Name (optional), a mobile and, if you like, an email, and press Add.
  4. Each contact has ticks for Tracking link, On the way and Delivered. Untick anything that person shouldn't get.
  5. To fix a contact's name, mobile or email, press Edit, change it and press Save. Press ✕ to remove one.
  6. Use Contacts on each booking to choose who on each booking also gets the messages: No one, Pick-up contact only, Drop-off contact only or Both.
  7. If shown, use Customer updates to choose Send by and switch on Truck arrives at pickup and Job completed.
  8. Under Options, switch on Customer portal: can book jobs to let their portal users send you booking requests, and Attach POD PDF to invoice to send the POD with each invoice.

Changing these needs an admin, or a scheduler with Can edit clients and rates ticked.

Common questions

When is the tracking link sent?

When the driver taps arrive-at-pickup. It goes to each contact ticked for Tracking link, and to the booking's contacts as chosen in Contacts on each booking.

A customer changed a setting in their portal. Will I see it?

Yes. The portal and the Clients page show the same settings and the same contacts, so a change on either side shows on both. Customers can add their own people in the portal too.

Why don't I see the Customer updates switches or the On the way tick?

They only show once Customer texts is switched on for your company. Anyone who replies STOP is never texted again.

Why can't I tick a contact?

Messages go to mobiles. A contact with only an email can't be ticked. Press Edit and add their mobile.

Can the customer change everything from their portal?

No. They can change their tracking link, Contacts on each booking, the text switches, their contacts and Attach POD to invoice. Signatures, PO numbers and booking from the portal are yours to set.