Surveyor estimate SMS

By setting up automated SMS reminders for engineers regarding their booked estimates, you can significantly reduce overhead and minimize wasted time spent on unnecessary back-and-forth communication. Using tagging in your SMS communications allows for the expansion of information and enhances the creation of documentation. This streamlined approach ensures timely notifications and boosts overall efficiency.

Value Propositions

  1. Improved Efficiency: Automated SMS reminders ensure engineers are promptly notified of their booked estimates, reducing the risk of missed appointments and enhancing scheduling accuracy.

  2. Enhanced Communication: Tagging allows for personalized and detailed messages, providing engineers with all necessary information in a concise format: Tagging Explained

  3. Cost-Effective: By keeping SMS messages under 160 characters, you optimize the use of SMS credits, avoiding additional charges for longer messages: SMS character limit

View Setting

➡️ Profile icon > System Settings > Schedule and dispatch > Engineer Estimate Sheet SMS

Compose Your SMS Message

➡️ Enter SMS Contents > Save

Ensure your SMS message, including tagged information, remains below 160 characters. Messages exceeding this limit will be split into two SMS messages, incurring additional SMS credit usage

Example SMS Template



You have an estimate [estimate_no] booked on [diary_date] at [diary_start_time] for [customer_name], [customer_address_line_1].


Please ensure you are prepared with the necessary equipment, tools and information.

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