Engineer estimate sheet SMS

Purpose: These modules allow for email, SMS, and letter communication to your clients. Using tagging allows for the expansion of information and allows for better creation of documentation. This setting allows you to send an SMS message to an engineer to remind them when they have an estimate booked.

Tagging is available for use as well, and we highly recommend using tagging throughout the modules to create communications that will help your customers and you in reduction of overhead and wasted time spent communicating back and forth.  To understand how tags work, and which tags do which, please refer to this article:

Please note

  • When using SMS, make sure to keep your SMS (and tagged information) below 160 characters. When going over 160 characters, 2 SMS’ will be used and will result in additional use of SMS credit.
  1. Go to system settings > Engineer estimate sheet SMS.

  2. Enter the text you’d like to appear on the engineer text message. You may use tagging throughout this entire body of the setting