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.
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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