JOB ASSIGNED → CREW SMS
Assign a job in your CRM and the foreman, helper, and material drop all get the address, scope, and gate code via SMS.
HOW IT WORKS
Friday at 4:55pm. The crew needs Monday's job details. Your office manager is already gone. With this template, when you tag a job 'scheduled' in your CRM, an SMS with the address, scope, gate code, color, and Google Maps link auto-fires to the foreman, helper, and material driver.
Each recipient gets the version they need. The foreman gets the full scope. The driver gets the materials list and the unload point. The helper gets the time + meet location.
Your morning call shrinks from 30 minutes to 30 seconds.
WHAT’S INCLUDED
- CRM trigger detection on schedule changes
- Per-role SMS templates (foreman, helper, driver)
- Google Maps deep link with traffic-aware ETA
- Auto-fill of gate codes, lockbox codes, special instructions
- Job change detection (re-fires only what changed)
- Optional read-receipt tracking
REAL EXAMPLE
Job scheduled for Monday 7am at 4214 Magnolia, gate code 2185.
3 SMS fire automatically with the right info per recipient — at the moment the assignment is made.
Morning calls drop 30 min. No more 'wait, what's the address again?'.
Multi-truck shops with a foreman + helper + driver model.
Solo operators where everyone's in the same truck.