For questions about the SMS module and payment terms, please contact the sales department.
SMS Messenger
The built-in SMS messenger allows you to quickly and efficiently contact your clients and employees.
- To do this, click on the phone icon in the top menu, next to the search.
In the newly opened SMS modal window, you can:
Start a new conversation with one client/employee or with multiple recipients. When sending to multiple people, each SMS is sent individually (not as a group chat).
Attach an image or file to your message to send via MMS.
Tap the volume icon to mute sound notifications.
View participants easily — employees appear in blue and clients in gray on the left panel.
Search conversations by entering the client’s or employee’s name or phone number.
Sending MMS from the App (Client Profile & Project Stages)
You can send SMS/MMS in the app from either the Client Profile or from project stages such as Estimate and Invoice by tapping the three-dot menu and selecting Send Email/SMS.
When sending from the Client Profile, the message starts blank on both web and mobile. This is ideal for general updates and file sharing that aren’t tied to a specific project.
When sending from an Estimate or Invoice profile, the system automatically loads the corresponding SMS template, which you can edit before sending.
Steps:
Open the Client Profile, Estimate, or Invoice you want to message
Tap the three-dot menu at the bottom
Tap Send Email/SMS
Check the box to enable SMS
Type your message or edit the template content
Attach images or files as needed
Send the message
This allows your team to easily communicate with clients while sharing photos, documents, and updates directly from the app.
Images added to SMS in the app can be edited and enhanced with additional elements before sending.
SMS Counter
Each SMS message is counted, and you can keep track of the number of remaining SMS messages. To do that, please, hover over the info icon next to SMS Messenger.
SMS Unread Messages
The red number next to the SMS icon indicates that you have unread message(s).
SMS Templates
You can send SMS during various processes - for instance, when you send an estimate for approval, when rescheduling the appointment, etc. Since you are most likely to encounter similar scenarios in your workflow, creating a template for SMS notifications may come in handy.
The SMS template consists of a title and text. The title is used solely for your convenience in the future to find the desired template in the system. You can also use variables in your template.
For more information, follow the link Adding and Managing SMS Templates
SMS Usage
Client Profile
- In the client profile, the SMS to [Client Name] button allows you to select an SMS template and send it to the client.
Submitted templates that are not associated with any client profile entity, such as the Estimate PDF Template, will not be available if there is no estimate yet.
- View the history of SMS sent to the client right in the client profile.
- When creating a task or making an appointment, you can also check the checkboxes to send SMS notifications to the client and the estimator about the new task.
Estimate and Invoice page
- When sending an estimate or invoice email from the Estimate/Invoice page, a checkbox appears at the bottom for sending an SMS, and the Estimate/Invoice PDF template is used. After sending an email, a window for sending SMS appears.
Crew and Office Schedule
- When you click on a task in the schedule, there is a phone icon, which allows you to send an SMS reminder to a client or estimator.
For more information about the Crew Schedule follow the link Crew Management; For more information about the Office Schedule, follow the link Office Schedule
Important Contacts
- You can send SMS to the employees from the Important Contacts list.
For more information, follow the link Important Contacts Module
Programmed Messages
- You can use Programmed Messages for automatic SMS sending. An example of such a message would be sending an SMS to the client when the payment is due, a follow-up to an estimate every 7 days, etc - the scenarios may vary.
For more information, follow the link Programmed Messages