Text customers when a delivery is on the way

Send a client's contacts an "on the way" message with the tracking link, and a "delivered" message, by text or WhatsApp.

For office · Feature: Customer texts

Texts need two switches: one for your company, then one for each client.

  1. An admin opens Settings, chooses Customers from the side menu, and turns on the Customer texts card.
  2. On the same card, Default way to send sets whether updates go by text or WhatsApp. Each client can pick its own.
  3. Open Clients and click the client.
  4. On the Live Tracking card, under Customer updates, choose Send by: the company default, WhatsApp or Text.
  5. Turn on Truck arrives at pickup, Job completed, or both.
  6. Check the client's Contacts on the same card. Each contact gets the updates they're ticked for: On the way and Delivered. See Set who gets tracking links and texts.

The "on the way" message goes when the driver taps arrive at pickup, with the live tracking link. The "delivered" message goes when the job is completed. The booking's contacts get them too, as chosen in Contacts on each booking.

The client switches need an admin, or a scheduler who can edit clients and rates.

Common questions

I can't see the Customer updates switches on the Clients page.

Customer texts is switched off for your company. An admin turns it on in Settings, under Customers.

A customer replied STOP.

That number is never texted again. Anyone who replies STOP is skipped from then on.

Does a contact get both a text and a WhatsApp?

No. Each update goes one way, by the client's Send by choice. The pick-up contact on a booking stays on WhatsApp.

Does it cost extra?

Yes. Texts are a paid extra on the Pro plan and up. Nothing is texted until it's switched on for the company and for the client.