Purpose: Being able to tell your customer when your engineer is on their way is important in maintaining relationships with your customers, and keeping in contact will keep the job flow correct along with your workflow processes. It reduces calls needed to be sent to a customer, as well as a reduction in administrative time.
Please note: Is there something the customer needs to know beforehand? Is there a specific thing they should know if they don’t do it properly it will cause processes errors?
Example: SMS texts only allow for 160 characters. Going over 160 characters will incur an additional usage of credits.
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: https://kb.commusoft.co.uk/hc/en-gb/articles/4406171191185
Throughout the system, there are modules that may be used to create communications. Most modules have tagging available, and you will see the option to add tags when you see this button.
- Go to system settings > Job mobile engineer SMS.
- Enter your information in the body, you may use tagging throughout. Once you are done, hit ‘Save’.