OmniSchema
← All lessons · Running your company
Operations · Lesson 43 · 1 min 16 s

Text messages and reminders

Send customers a text when a job is booked, and automatic reminders before it's due.

What's in this video

  1. You can text your customers from OmniSchema, and send automatic reminders before a visit or a due date. Click Text messages.
  2. Texts use prepaid credits. One credit is one text. To buy credits, click one of these packs. They never expire.
  3. Next, the sender name. It's what your customers see instead of a phone number, like your company's name. Type it here: three to eleven letters.
  4. Now, an automatic reminder. Click Add a reminder.
  5. Read it like a sentence. On the Work Orders list, text the number in the requester's phone, one day before the due date, at nine in the morning. Choose each part from the boxes.
  6. Then write the message. Words in double curly brackets are filled in for each job, like the customer's name or the date. When it's right, click Save.
  7. From now on, the reminders go out by themselves. Every text sent shows under Recent texts, so you can see who was sent what, and when.
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