SMS messages are a quick and easy way to communicate to both your customers and mechanics


This article will go through how to set-up SAM in order to send messages


See the following guides for more information:


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TABLE OF CONTENTS


Send via API


Choose Send via "API" - this is available from version 6.014 and above


Go to Maintenance (1) > System Setup (2) > Forms (3) and click on SMS (4)


5. Click on Get Key (call support if this does not appear)

6. Any replies from your customers will be sent to this email address

7. Choose API




Upgrade to the latest version of SAM if API is not available as above




Default Messages


Default messages or templates make it easier to send personalised messages to your customers and can be set-up for the following types of messages:

  • Repair orders - letting your customer know when they have booked
  • Invoiced - letting your customer know the job has been finished
  • Technician - Letting your technician know when a car is available to be worked on
  • Follow up - Letting your customer know when a follow up should be booked (like a WOF)
  • Quote - informing your customer of a quote


All messages have a limit of 160 characters then they will split to another message if this happens you will be charged for multiple messages - for more information on how/when text messages split into two or more please refer to: SMS splits



The legend on the left of the Invoice and follow up tabs indicate what customer information will be populated with the tags and can be used to create more personalised reminders. 


Setting up SMS templates:

  • Go to Maintenance > System Set up > Forms.  Select SMS tab.
  • Select a tab that you would like to update.  Some of these tabs will be pre-loaded with text that you may want to keep.



User Setup


Make sure you can actually send SMS messages


Log into SAM, click on the ‘Maintenance’ menu and select ‘Users’.  SMS must be enabled for each user that need access to send SMS messages.



Customer Setup

Customer Mobile

Each customer that is to receive SMS messages will require a mobile phone number entered into the “Mobile” field.



The phone number can be entered with or without spaces.  Please ensure that this is field only contains numeric characters


Customer Marketing

Customers can receive an SMS message as a booking reminder for when their vehicle is booked in if the “Booking to SMS” is ticked.

The customer can also receive a SMS reminder that when the job has been invoiced (e.g. indicating that their vehicle is ready for collection), but the customer must have a tick on “Ready” to SMS. This can be found on the marketing tab on customer maintenance.

Additionally, you can specify the default communication modes for a customer, or block any marketing going to a customer

 

Booking and Ready Bulk Update

If you would like to apply this option to all your customers there is a utility that can be found under Maintenance - System Setup – Forms – SMS - Tick ‘Booking’ and ‘Ready’. This will enable all customers with mobile numbers to be send SMS reminders from invoices and repair orders. (This may take some time depending on the customer database size).