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Using metafields

How can I use metafields in my daily work?

Written by Mia Alter


šŸ“ USE CASES OF METAFIELDS

Metafields can be used in many ways to enhance your business processes and make your service more flexible!


šŸ”” NOTIFICATIONS

Trigger-based notifications can be set up according to the metafield value

Example 1

  • Add a drop-down selection to your metafields, to generate different notifications for different job types

Note: For each job type, we can create a unique notification template!

This way, you can always send personalized notifications to your clients

Example 2

  • Trigger the metafield only when a specific value is given

Note: For example, if you want to selectively send out notifications to your clients

These were just some of the examples of how you can use metafields in notifications - get creative!


šŸ”Ž MAP FILTERS

You can filter tasks in the dashboard view (map view) by metafield value

  • Any kind of metafield can be filtered on the dashboard if you allow this

  • Just make the metafield "searchable" while creating it

  • This way, you can filter out tasks by zones, route number, job or client type, etc.

Example

  • Let's say you offer your service in multiple districts (zones) and have a total of 400 tasks on the dashboard

  • Now, you only want to see tasks in a specific district (zone)

  • Create a new metafield and label it as you like (e.g. ā€žZoneā€œ).

  • When creating a task, add the new metafield to it and choose in which zone the task should be (Zone1, Zone2, etc.)

  • Let's say you have 60 points out of 400 marked as Zone1

  • By filtering tasks in the web dashboard view (using the selection Zone1), GSMtasks will only show you tasks with the selected metavalue

  • You can easily assign multiple jobs in one go to the drivers you want

  • Just select the tasks by holding down the Ctrl key and left-clicking on the tasks with your mouse

  • Right-click on them to change the assignee


šŸ“² EDITABLE METAFIELDS FROM THE DRIVER APP

Metafields can be made editable from the driver app

  • This can be very useful if some kind of feedback needs to be collected from your employees in the field

  • Make sure you make the metafield visible and editable by the assignee in the mobile app when creating it

Example

  • Let's say you are a water dispenser company and need to collect the empty bottles from clients

  • You provide your employee with information about how many bottles are supposed to be collected from each client

  • For the actual amount of bottles collected, a metafield can be created that is filled out by the employee on the field

  • You can later retrieve data about each task from GSMtask reports (Tasks -> List view)

  • This helps to keep your accounting in order!

  • Metafields can be used in this way to collect any information

  • For example, how many boxes were collected or delivered, how many hours your employees worked on-site, etc.

  • You can also send customers notifications after the assignment has been finished and include driver inputted meta values


These were just some of the use cases of metafields in GSMtasks.

The metafields function allows you to be more flexible in your work and enhance your business processes even more!


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