Customer notifications
Send customers email and SMS updates from a job, and set up the email account WRMS Pro sends from.
WRMS Pro can tell a customer about their job by email or SMS at the moments that matter, straight from the work order.
Ways to notify a customer
| When | How |
|---|---|
| You change a work order's status | WRMS Pro asks whether to Notify the customer. Tick SMS and/or Email and select Send, or Skip. |
| Any time during the job | Select Notify at the top of the work order. |
| Sending a document | Use Share on the quote, invoice or inspection. See Share links. |
| Sending a video update | Create a status report. |
The work order's Customer Notifications panel lists what was sent and when, and by which channel.
If the customer has no email or phone number on file, that option is unavailable and says so. Add the details to the customer record.
Use the WRMS Pro sender (default)
Out of the box, emails are sent through the platform's default email service. Nothing to set up.
Send from your own email account
To send from your own domain (for example service@yourworkshop.com.au) so replies come to you:
Choose your provider and enter its details:
| Provider | You need |
|---|---|
| SMTP (for example Microsoft 365, Google Workspace, your host) | SMTP Host, SMTP Port, Username, Password, TLS options |
| Resend | API Key |
| Postmark | Server Token |
| Mailgun | API Key, Domain, Region |
| SendGrid | API Key |
| Amazon SES | Access Key ID, Secret Access Key, AWS Region |
Set up your domain's sending records
Your email provider will ask you to add records (such as SPF and DKIM) to your domain so your mail is trusted. Without them, invoices can land in junk folders. Your provider's help pages explain what to add.
SMS
SMS needs your own SMS provider account. See SMS.
Permissions
Sending a notification needs access to the work order. Changing email settings needs Settings → Edit, and a plan that includes custom email settings.
Still need help?
Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.