The Text Messaging tab on the left-hand menu essentially allows users to keep track of all the messages they have sent to and received from customers. 

On clicking, it opens up a new page that displays all ongoing communication between your company and your customers. It lists all the received, pending and sent text messages. The page lists out the reference number of each message, the client’s name and the message sent. 

Furthermore, it also displays information regarding the client’s phone number and when the client received the message. Users can also segregate the texts based on who they were sent to, whether surveyors, fitters or clients themselves. Also, besides the Received Time, there is a column that allows users to set the status of the message. Hence, this page essentially helps users keep track of and effectively communicate with everyone involved in the process of order fulfilment.  

You can setup automated texts as well as send them to customers manually.

Please be aware that TEXT message bundles need to be purchased. Contact the Accounts Help desk if you need to make a purcahse. 

FAQs:

How can users create a new automated message?

To add a new template for an automated message, here’s what users need to do.

1. Firstly, click on the Gear icon beside the Print icon on the top right-hand corner of the page.
   
2. This will open up a new window with three tabs - Calendar, Payments and Template.
   
3. Please navigate to the Template tab by clicking on it.
   
4. This tab features a Header, Message and Signature row wherein you can fill in details regarding the new message.
   
5. Once you are done creating a new template, click on the green Floppy disk icon on the top-right hand corner of the page to save the automated message template.
   

How can you delete an automated notifier for payments?

To delete an automated message sent for payment notification, users should do the following.

1. Firstly, click on the Gear icon beside the Print icon on the top right-hand corner of the page.
   
2. This will open up a new window with three tabs - Calendar, Payments and Template.
   
3. Go to the Payments tab by clicking on it.
   
4. This tab features a list of automated notifiers at the bottom of the page.
   
5. Locate the message you want to delete, click on it and then clock on the trash can icon on the right side of the page to delete it.
   

How can you send messages a few hours before an appointment as a reminder to the client?

To set an automated message to go out a few hours before a necessary appointment, here’s what you need to do.

1. Firstly, click on the Gear icon beside the Print icon on the top right-hand corner of the page.
   
2. This will open up a new window with three tabs - Calendar, Payments and Template.
   
3. Please navigate to the Calendar tab by clicking on it.
   
4. From the Time option, click on the Prior to appointment drop-down menu and choose the appropriate option.
   
5. Once you are done setting the time, click on the green Floppy disk icon to save the changes made.
   

How can you reply to a new message?

To reply to any received messages, here’s what users need to do.

1. The Text message window displays all the messages received, pending and sent.
   
2. Navigate to the section of messages received and locate the message you want to reply to.
   
3. Click on it and then click on the arrow icon under the ‘Action’ column to reply to the message.
   

How can you send a new manual text message?

1. Open the Job that you want to communicate about 
   
2. Hover over the Text Message link in left hand menu and a new menu item will appear called ‘Send SMS’.
   
3. Click ‘Send SMS’ and a new pop up will appear.
   
4. Type message and hit send to send the message to the customer.