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Schedule Arrival Texts

Schedule personalized arrival texts and track delivery for dispatch

Use this Agent instantly or customize it - no programming needed

Keep arrival texts current and report delivery
Reads
  • Check time
    Check time

    Your one-minute schedule supplies the current time for each check.

  • Visit details
    Visit details

    Your visit rows show the current window, customer contact details, and text eligibility.

  • Approved arrival text
    Approved arrival text

    Your shared draft supplies the wording for each customer's arrival notice.

  • Send settings
    Send settings

    You choose the sender and how long before the arrival window to send.

  • Current text details
    Current text details

    Your visit row keeps the message ID, exact text, send time, and latest status.

  • Texting service results
    Texting service results

    Your texting service returns scheduling and cancellation results plus delivery receipts.

Shared visit sheet
Shared visit sheet

Your shared visit sheet holds visit windows and the approved draft, then shows dispatch each text's status.

Shared visit sheet
Texting service
Texting service

Your texting service schedules arrival texts, cancels unsent ones, and reports delivery results.

Texting service
Is the visit ineligible or missing details needed for a text?YesNo
Cancel any queued text and flag the visit for dispatch
Writes
  • Visit text status
    Visit text status

    Dispatch sees whether the text is queued, delivered, awaiting a receipt, or needs follow-up.

Has the send time passed without a current text?YesNo
Flag the missed send time for dispatch
Writes
  • Visit text status
    Visit text status

    Dispatch sees whether the text is queued, delivered, awaiting a receipt, or needs follow-up.

Cancel outdated queued texts and record due delivery results
Writes
  • Visit text status
    Visit text status

    Dispatch sees whether the text is queued, delivered, awaiting a receipt, or needs follow-up.

Would replacing the old text risk a duplicate?YesNo
Flag the cancellation issue for dispatch
Writes
  • Visit text status
    Visit text status

    Dispatch sees whether the text is queued, delivered, awaiting a receipt, or needs follow-up.

Does a matching text already have a message ID?YesNo
Keep the text and update its delivery status
Writes
  • Visit text status
    Visit text status

    Dispatch sees whether the text is queued, delivered, awaiting a receipt, or needs follow-up.

Schedule the text if still early and save its ID or review reason
Writes
  • Scheduled arrival text
    Scheduled arrival text

    Your visit row shows the current message ID, personalized text, and send time.

  • Visit text status
    Visit text status

    Dispatch sees whether the text is queued, delivered, awaiting a receipt, or needs follow-up.

This Agent checks confirmed visits in your shared sheet every minute. For eligible customers, it schedules arrival texts and replaces outdated queued texts. Dispatch sees delivery results beside each visit.

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Google Sheets
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LeadConnector
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Microsoft Excel
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Made for your industry

Schedule Arrival Texts is made for businesses in these industries.

Made for your role

Schedule Arrival Texts is made for people in these roles.

Made for your department

Schedule Arrival Texts is made for people in these departments.

How Schedule Arrival Texts works

5 steps, in order, on every run.

  1. Check confirmed visitsRead current windows and text eligibility from the shared sheet. Flag missing details for dispatch.
  2. Schedule personalized textsFill the shared draft with the customer's name and arrival window. Schedule the text using your chosen lead time.
  3. Replace outdated textsCancel an outdated queued text before scheduling its replacement. Leave sent texts alone and flag failed cancellations for dispatch.
  4. Show scheduling statusSave the current text and scheduled time beside the visit. Flag rejected or uncertain requests for dispatch.
  5. Track deliveryCheck receipts after texts send. Record delivered, failed with a reason, or awaiting receipt beside each visit.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Sheets, LeadConnector or Microsoft Excel.

11 tools
Set your rules
  • Choose the shared visit sheet and columns for visit ID, customer first name, phone number, text eligibility, visit status, confirmed window and time zone, scheduled message ID, saved text and send time, delivery status, and issue.
  • Put the approved arrival text draft in the shared sheet with placeholders for the customer's first name and arrival window; select the sender identity and the number of minutes before the window to send it.
  • Enable SMS delivery receipts and give dispatch access to the visit sheet; require arrival-window changes to be entered before the scheduled send time.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Schedule Arrival Texts:

How do I schedule a text message for a service visit?

Choose the shared visit sheet, a sender, and how many minutes before the window to send. The Agent schedules eligible texts from your shared draft.

What happens if a customer's arrival window changes?

Before the text sends, the Agent tries to cancel the queued message and schedule an updated one. If cancellation fails, dispatch gets a review flag.

How will dispatch know if a customer received the text?

Your visit sheet shows delivered, failed, or awaiting receipt after the Agent checks the texting service. Dispatch sees the failure reason when one is reported.

What if a visit is missing details?

Dispatch sees a reason for review. The Agent leaves the text unscheduled until the sheet has the details needed to send it.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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