Disclaimer: This feature is currently in early access (Beta) and is not available to all Tradify users at this time. If you are interested in participating in early access testing for Tradify, please complete Tradify's Early Access Form HERE. Submission of the form will place you on the list for potential consideration for future early access testing opportunities.
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Custom Text Message lets you send personalised text messages directly from a job to your customer and site contacts. Unlike our automated texts for appointments, quotes, and invoices, Custom Text Message gives you complete control over the message content – perfect for those personal follow-ups when the automated Text message templates don't quite fit.
Instructions
- Navigate to the Jobs page.
- Search for and select the job you would like to send a SMS for.
- Select Options.
- Select Send Text Message.
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Type in your message and tick on the Customer or Site number.
Note: If no number exists already, you can also add mobile numbers manually for the customer and/or site from this Text Message Pop-up screen. The number entered will save to the Customer or Site profile they are entered for.
Important Note: These are one-way messages only, and customers cannot reply to them like a regular text thread. This is why we include [Pls Don't Reply] in the default message.
- Select Send.
Note: All Text Messages sent from the system have an associated charge that is added on top of your Subscription costs, to understand the Pricing for Text Messages see HERE.
Common Examples of Custom Text Messages
Post-job completion follow-ups, e.g. "Hey, just finished up. everything's looking great! 👍"
Weather delays/rescheduling, e.g. "Weather's looking rough tomorrow, will call you later to reschedule."
Special instructions or updates, e.g. "Found a small wiring issue, we've added it to the quote"
Note: Custom Text Messages have 630 characters maximum, which will send across up to 5 Text Messages, incurring a cost for each. Custom Text Messages can also include emoji's.
Enable SMS on Tradify
🎬 Understanding Text Messages in Tradify
Additional Information
For more info on SMS, see here: Text Appointment Reminders and Confirmations in Tradify
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