Customer Job Preview Overview
A text notification is sent whenever 'Schedule,' 'On my way,' and 'Finish' are pressed on a job. If you have Vehicle GPS Tracking or Dashcam Video Monitoring powered by Force Fleet Tracking on your account, this customer notification also includes a link to a Job Preview that your customer can click on to view the details of the job. This preview includes:
Service Address
Job Status
Scheduled time of the job
Line items (optional)
A contact card for the customer to text, call, or email you
Please Note: This feature is only available if you have Vehicle GPS Tracking or Dashcam Video Monitoring powered by Force Fleet Tracking on your account.
Display or Hide Line Item Details in the Customer Job Preview
You can choose to display or hide the line item details in this job details preview. To do this, follow the steps below:
First, navigate to your Account Settings by clicking on the gear icon in the top right corner of your HCP account.
Next, select 'Text Messages' from the menu on the left.
From your Text Messages settings page, toggle the 'Show line items on job preview' setting on or off.
Pro Tip: Your customers will see the pictures you have in your employee settings, so have a photo shoot day and get your headshots uploaded! (If you don't have a picture uploaded, it will show your employee's initials).
Want to successfully complete more jobs? Check out the keys to employee and customer satisfaction.