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
- You can text your customers from OmniSchema, and send automatic reminders before a visit or a due date. Click Text messages.
- Texts use prepaid credits. One credit is one text. To buy credits, click one of these packs. They never expire.
- 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.
- Now, an automatic reminder. Click Add a reminder.
- 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.
- 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.
- 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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