Set-up Texting

• You can text your customers from a single company number!

  • Appointment Notices / Reminders

  • Service Reports - (Digital Door hanger, Work Ticket, etc..)

  • Custom Message - Type from the computer or device to send to your customers

  • Quotes 

• To setup your texting, please contact Pool Office Manager for activation ([email protected]).

Pricing:

• Monthly fee for the phone number — $5

• Cost per text message — 2 cents per message & 2 cents per picture

(Example: Monthly fee + 200 texts with 100 pictures: = $5 + $4 + $2 = $11 Total)

Appointment Texts

Appointment> View (of Specific Appointment)>Text

• When viewing an appointment page, if you select the text button, you’ll have 3 options:

• Scheduled: “From: ‘Company Name’ — Appointment Scheduled for ‘Date’ for ‘Service Type’. Appt notes: ‘Customer Notes’

• En Route: ‘Company Name’ your service professional is on the way.

• Arrived: ‘Company name’ has arrived!

Text Completed Services

Service> (Choose Service)> Text 

When service is complete, you can send the notes from the service and pictures. 

• Message: ‘Company Name’ has completed service.

• Service notes: “Customer Service Notes”

• Pictures will be included as well

Custom Texts

Customer> Customer profile> Text

You can text from your computer or phone! 

• Select the saved number that you’d like to text, type your message and click send!

Resources!

Check out our website: https://poolofficemanager.com/ 

Help number: 614-710-0074 ext 3