Requesting photos from someone outside your team by SMS

Only administrators can send a Venzeo™ Request.

A Venzeo™ Request is a one-time task sent by SMS. The person opens the link on their phone and goes through the steps you set, such as photos or a short text answer. Their answers come back as a certified report.

Example: before a container is picked up, the office asks the customer for two photos of what is inside, so the driver knows what to expect.

Venzeo™ Requests are on when you activate tasks. If you turned them off, choose Enabled under Venzeo™ Request via SMS on the Tasks Settings page.

Choose who gets the request

1. Open the main menu, expand Tasks and choose Manage tasks. The Tasks Settings page opens.
2. Click Create Venzeo™ Request via SMS.
3. Enter a Title. The person sees it, so say what you need, for example Photos of the container before pickup.
4. Optional: enter a Custom ID, such as your order number, and a Description with detailed instructions.
5. Under Assigned Person, choose Assign person from database and pick the person, or choose Create new user and enter their Full name.
6. Check or enter the Person’s phone number. For a person from the database, Venzeo™ fills in their number.
7. Optional: change the Text message invitation text (up to 200 characters), and check the whole SMS under Full text message this user will receive:.

Add the steps and send

1. Optional: set a Connected Project, Connected POI, Connected Tags, Start Date or Expiration Date.
2. Under Steps, choose the Step Type of the first step:
   • PHOTO: describe the photo and set the Minimum number of photos to take and the Maximum number of photos to take.
   • TEXT: describe the answer. A Min number of characters required above 0 makes the answer required.
3. Optional: click Add another step for each further step.
4. Click Save & Send Text Message. Successfully saved appears and the SMS is sent.

Venzeo™ adds two steps before yours: a signature and one photo of the sky, which helps to certify the time and place.

Tip: To send the same request to another person, click Duplicate next to it on the Tasks Settings page.

Follow the answer

1. Open the main menu and, under Reports, choose Task View.
2. Find the request by its title. It has the Venzeo™ Request label, and its state shows when it is Completed, Declined or Expired.
3. Optional: click View task to see what you sent. A sent request cannot be edited.

The answers appear as a report in the request and in your report list.

Cancel a request

Warning: Expire Request sets the expiration date to yesterday, and the person can no longer complete the request.

1. Open the main menu and, under Reports, choose Task View.
2. Click View task on the request.
3. Click Expire Request and confirm. Request has been successfully expired appears.

To give tasks to your own field team in the mobile app, see Creating and assigning tasks.