To send out an SMS update, find the job you would like to send the update for and click into it.
Click the Send SMS Update button #
There are 2 places you can find this button, in the top Contact Options menu button, or in the Customer section in the main screen area. Click on either of these buttons to send a SMS update.
Complete the Form #
Once the above button is clicked, you will get a slide in screen. If the customer has an mobile number associated to their account, it will be auto-filled here.
The top option allows you to select a Canned Reply. These are preset replies that you can setup in the settings, along with placeholders for job and customer data – for more information on our Canned Reply feature, please the the guide here.
Enter the customer’s mobile number if they do not have one saved. Enter the content of the email update you are wanting to send.
Send It! #
Once you are finished with the above, click the green Send SMS Update button and the email will be sent to the customer. The content of the update will also be logged against the job for future reference.
