How to Contact Customers on Tradify Mobile

Topic

Tradify's mobile app lets you instantly message customers whilst you are on the go. You can access this function from within the Job, Appointment or Customer screen for a contact that has a mobile number.

Instructions

1. Navigate to a Job, Appointment or Customer page.
2. Select the Message button.

3. This will bring up a few default options as see below:

   - I'm on my way.
   - Sorry, I'm running late.
   - I've arrived.
   - I've completed job & Departed.
   - Send a custom Message

4. Select the message that suits your needs or select Send a Custom Message.
5. This will open into your Text app to edit and send to your customer. 

Call or Message Button Greyed Out on a Job

On a Job or Appointment, the Call and Message buttons use the phone and mobile numbers saved in the Job's own Job Contact and Site Contact fields, not the numbers on the Customer profile. These fields are filled in from the Customer profile when the Customer is first added to the Job. If the Customer's number was added or changed after the Job was created, or the Job's contact fields were cleared, the buttons will stay greyed out on that Job even though the Customer profile has a number.

To fix this, open the Job, enter the number into the Job Contact or Site Contact phone/mobile field and save. You can also re-select the Customer on the Job to copy their current details across again, or call them directly from their Customer page, which always uses the Customer profile's number.

Sending Texts from Apple Devices

Since the message is sent via your device's Text app, its delivery depends on your device's messaging settings, not Tradify.

If you send from an iPad or Mac, Apple's Messages app may use your Apple ID (iCloud) email instead of your phone number. iMessages only work between Apple devices, so:

• An Android user may not receive a message sent this way 
  and;
• The message might display your iCloud email instead of your phone number as the sender.

To ensure your messages reach all customers, including Android users, and display your mobile number, send them from your iPhone. Or enable Text Message Forwarding on your iPhone (Settings > Messages > Text Message Forwarding) to send texts from your iPad or Mac via your phone.

Additional Information

More info around customers here: How to Create Customers on Tradify Mobile