Sending Clients and Transport Companies Notifications via SMS and Email in LoadIQ

Key Steps

Step 1: Open the Booking

• Access the booking system.

• Locate and open the specific job for which you want to send a notification.

Step 2: Expand Client Information 

• In the booking details, find the “Client Information” section.

• Expand this section to view notification options.

• Click on the “SMS” option to send a text message to the client.

• The SMS notification includes:

  • Job Purchase Order Number

  • Scheduled pickup date and time

  • Loading location

  • Transport company name

  • Note: message templates can be customised.

• Confirm that a green icon appears next to the client information, indicating the SMS was successfully sent.

• Hover over icons to see the timestamp.

Step 3: Send Email Notification to Client 

• Click on the “Email” option to send an email to the client.

• The email notification includes:

  • Job Purchase Order Number

  • Scheduled pickup date and time

  • Loading location

  • Transport company name

  • Note: message templates can be customised.

• Verify that an icon appears confirming the email was sent.

Step 4: Expand “Transport Details” section to send a SMS message 

• Expand the “Transport Details” section in the booking details.

• Click on the “SMS” option under the transportation company section to send a text message.

• The SMS notification includes:

  • Job Purchase Order Number

  • Scheduled pickup date and time

  • Loading location

  • Transport company name

  • Note: message templates can be customised.

• Ensure a green icon appears, indicating the SMS was successfully sent.

Step 5: Send Email Notification to Transport Company 

• Expand the “Transport Details” section in the booking details.

• Click on the “Email” option to send an email to the transport company.

• The email notification includes:

  • Job Purchase Order Number

  • Scheduled pickup date and time

  • Loading location

  • Transport company name

  • Note: message templates can be customised.

• Confirm that an icon appears, indicating the email was sent.

Step 6: Verify Notification Details 

• To verify the exact time the most recent SMS or email message was sent, hover over the icons.

Cautionary Notes

• Ensure that all client and transportation company information is accurate before sending notifications.

Tips for Efficiency

• Familiarise yourself with the booking system to navigate quickly.

• Update pre-defined message templates if required.

• Regularly update contact information for clients and transportation companies to ensure successful communication.