A message template is a pre-written message your station sets up once, so the driver doesn't have to type the same text for every job. When the driver reaches a point in the checklist – for example "On the way" or "Delivered" – the message is sent to the customer as an SMS or email.
How it fits together
You create the templates under Administration → Message templates. Here you set the name, channel (SMS or email) and the text itself.
The template is linked to a point in a service template. In the checklist of a service template, you add a "Send SMS" or "Send email" item and choose which template to use.
The driver sends the message when they reach that point during the job. They see the text first and can edit it before sending.
Fields filled in automatically
The text can contain fields in curly brackets, such as {customer.name} or {eta}. When the message is sent, Assist replaces them with the right details from the job – the customer's name, estimated arrival, vehicle and so on. You write the template once; the content adapts to each job.
SMS or email
SMS suits short updates along the way: "on the way", "running late", "arrived".
Email suits when you want to send more, such as a job summary, a map or where the keys are. Email has both a subject and text, and you can use bold.
Tip: Go on to "Create a message template" to set up your first template, or "Merge fields in a message template" to see which details you can insert.