When a technician updates their status to On The Way, a text message notification can be sent to the customer if the following criteria are met:
1) The contact on the job has a mobile phone number. If the number is a home, work, or other, the On The Way message will not send.
2) The customer contact is enabled to receive the text when technician is On The Way. This can be checked by going to the Customer profile and clicking the Configure Personal Communication Preferences button under the customer's email address.
If these two conditions are met, you can then enable the real-time GPS location sharing!
Navigate to My Office > Estimate & Job Statuses (learn more about our updated estimate and job statuses page here!)
Use the pencil button to edit the On The Way status.
On the Edit Job Status screen, check the box to "Include primary technician's real-time GPS location". You can also select which Communication Template you'd like to use, if you'd like to customize this communication. Sharing your technician's location requires that they have a GPS tracker on their vehicle.
If there are more than one field workers assigned to the job, only the first field worker to update their status to On The Way will trigger the On The Way notification to be sent.
The text message with the URL will follow the On The Way text message, like so:
