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Customer SMS Communications

This article reviews our text message feature, including the types of messages sent and how to enable them.

Alyse Brodhead avatar
Written by Alyse Brodhead
Updated over 2 months ago

Customers will be automatically notified when a service is scheduled, started, and completed—keeping them in the loop every step of the way.

Below are the messages sent per each type and the steps to enable this feature.

On Creation: "Thank you for your order with [Company Name]. Your [Ticket Type] service is scheduled for [Ticket Date]. We'll send another text when we're on our way! Text "STOP" to opt out."

Enroute: "Heads up! We're on our way to service your [Asset Type]. Please ensure the designated area is clear for easy accessibility. Text "STOP" to opt out.

On Complete: "[Ticket Type] service completed! Thank you for choosing [Company Name]. Text "STOP" to opt out."

Enable Customer Communications Today:

  1. Click Settings

  2. Click Company Settings

  3. Click SMS Settings

  4. Click Enable SMS

  5. Check the appropriate message types: On Creation, Enroute, and On Complete to be sent per each Ticket Type

Once enabled, messages will be sent to the primary and secondary contacts of the Job. Customize which Accounts and Jobs receive updates by disabling notifications if needed.

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