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Sending Crew App Notifications to Multiple Contacts

Send Crew App En Route and Arrived notifications to multiple customer contacts. Crews can select additional contacts and send updates via SMS or email based on template settings.

Michelle Carone avatar
Written by Michelle Carone
Updated this week

Overview

The Crew App allows crews to send En Route and Arrived notifications to customers directly from a job. In addition to the primary contact, you can now include additional contacts on the opportunity and choose whether notifications are sent via SMS, email, or both, depending on the notification type.

This article explains how contact selection works, what delivery options are available, and what to expect after notifications are sent.


Before You Start

Before sending Crew App notifications, make sure:

  • The opportunity has a primary contact assigned.

  • Any additional contacts you want to notify are added to the opportunity.

  • Communication templates are properly configured in the SmartMoving web app.

Note: Notification delivery methods depend on the type of notification and template configuration.


How To Send Crew App Notifications to Multiple Contacts

Step 1: Open the Job in the Crew App

  1. Open the Crew App.

  2. Select the job you are working on.


Step 2: Send an En Route Notification

  1. Tap En Route from the job screen.

  2. Review the notification modal.

    • In the En Route notification modal, you can:

      • Select individual contacts.

      • Choose SMS, Email, or both for each contact (based on template configuration).

      • Click Show more contacts to view and include additional contacts.

  3. Confirm the selected contacts and delivery methods.

  4. Tap Send SMS & Email Notification.


Step 3: Send an Arrived Notification

  1. Tap Arrived from the job screen.

  2. Select the contacts you want to notify.
    ​Important:

    1. Arrived notifications can only be sent via SMS.

    2. Email is not available for Arrived notifications.

  3. Tap Send SMS Notification.


Understanding Contact Selection

  • The primary contact is selected by default.

  • Additional contacts must be manually selected.

  • Each contact can receive notifications independently.

  • The notification modal clearly displays whether the message will be sent via SMS, Email, or SMS + Email, based on your selections.


Where to Verify Sent Notifications

After sending notifications:

  1. Open the opportunity in the SmartMoving web app.

  2. Navigate to the Sales tab.

  3. Review the activity log to see:

    • Sent emails per contact

    • Individual SMS messages per contact

Each contact receives their own message, and each delivery is logged separately.


Limitations and Notes

  • Only En Route notifications support SMS and email.

  • Arrived notifications are SMS-only.

  • Notification behavior has not changed, only the recipient selection options have expanded.


Best Practices

  • Confirm contact details before sending notifications.

  • Use Show more contacts to avoid missing key recipients.

  • Verify delivery in the opportunity activity log if a customer reports not receiving a message.

  • Keep communication templates up to date to ensure proper delivery options appear.

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