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. 

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