Setting Up & Using Text Reminders

Setting Up & Using Text Reminders

3 ESSENTIAL STEPS TO SETTING UP AND USING TEXT REMINDERS:

1. Create text templates
2. Set your preferences under Job Reminders
3. Assign customers to receive text reminders

**Please keep in mind, to change the default phone number associated with text reminders, go to Twilio > Marketplace (Navigator). Call support for help.

CREATE TEXT TEMPLATES:

  • SETTINGS (Navigator) > TEMPLATES > SMS TEMPLATES (subtab) > NEW SMS TEMPLATE (upper left)
  • NAME: what do you want to call this template?
  • Write the body of the message (limited to 160 characters)
  • Assign data tags if desired (included in 160 character limit)
  • SAVE (top left)

SETTING PREFERENCES UNDER JOB REMINDERS:

  • SETTINGS (Navigator) > JOB REMINDERS > PREFERENCES (middle top)
  • “System will create appointment reminders for ALL jobs” = automatically send out reminders
  • “I will manually create appointment reminders from Quick Add” = manually create reminders for each job every time
  • Choose based on personal preference, but we recommend the automatic option
  • SAVE
  •  > NEW NOTIFICATION SETTING
  • NAME = what do you want to call this new notification setting?
  • ACTIVE = check to activate, uncheck to deactivate
  • SEND = (E-mail or Text) (Any Number) (Hours or Days) – Example: Text 1 day (before job time)
  • SAVE

ASSIGN CUSTOMERS TO RECEIVE TEXT REMINDERS:

  • Go to whatever ACCOUNT you want to assign text reminders to
  • Click on small thought bubble button to the right of the account’s phone number
  • You must manually assign text reminders…ServiceMonster 6 does NOT automatically do this for you

 

By default, you can utilize our texting and it is a one-way text to the client, you will not be able to get a reply or text back and forth. If you are wanting to get texts sent through your own number and get replies to your mobile device then you will want to integrate with a third party called Twilio. Here are instructions to do so: http://old.servicemonster.net/help/integrating-with-twilio-for-text-messaging/