How do I send and receive text messages?

Send and Receive Texts From Clients

Send and Receive Texts From Clients
  • Automatic workflow notifications are just one way to send texts.  Inbound texts will result in frequent text conversations with clients particularly inclined towards texting.
  • You will be notified of inbound  texts in five ways.
    •   The notification bell on the upper right.
    •   An orange alert on the upper left.
    • The “Text Manager” button on the upper left will be orange with a number showing how many unread messages.
    •   The “+text” button will highlight orange on the corresponding client.
    •   A desktop notification on the lower right (if enabled by your browser).
  • Click any of the notifications to open the text interface.

Using the Text Manager

Using the Text Manager

The Text Manager is the one spot for all your text communications.

  • Filter which messages you want to see.
  • See what numbers are associated with the account.
  • Filter which type of messages you want to see for each customer.
  • See basic customer info.
    • Be able to turn on/off text messages and emails.
    • Turn on/off Follow Up messages.
    • See the vehicles associated with the account.
    • See what messages are scheduled to go out to that customer.

Texting from the Text Button Under the Customer Information

Texting from the Text Button Under the Customer Information
  • The text interface is very much like a smartphone on your screen.
    • Customer replies are in green.
    • Messages sent by the shop are in blue.
    • You can attach images and even use emojis and secure payments (if enabled)!
  • Remember, service advisors can open this dialogue box to send custom messages at any time.
    • Technicians have no access to text features. and see no conversations on their logins.
Tip:
Be professional but be yourself when texting clients. Done properly, texting makes all other interactions with the client more relaxed and comfortable.

What Are Predefined Texts?

What Are Predefined Texts?
  • You can set predefined texts for quick messages that are frequently repeated, or lengthy to type.
    • For example, your hours of operation (shown below) or directions to your facility.
    • Your predefined text options will populate with predictive text after typing a few letters.

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