SMS
Text customers from WRMS Pro and receive their replies, using your own Twilio, Vonage or Telnyx account.
SMS lets you text customers — job updates, share links, reminders — and see their replies in Messages. WRMS Pro sends texts through an SMS provider account that belongs to your workshop.
SMS is sent through your own Twilio, Vonage or Telnyx account, and the provider charges you directly at its own rates.
Before you start
- A plan that includes SMS.
- An account with Twilio, Vonage or Telnyx, and a phone number from that provider that can send and receive SMS in Australia.
- Settings → Edit permission.
- Customers' mobile numbers stored with the country code, such as
+61412345678. Set Default country code to+61in Settings → Localization so numbers typed without it are handled correctly.
Set up SMS
Enter your provider details:
- Twilio — Account SID and Auth Token;
- Vonage and Telnyx — API Key and, where asked, API Secret.
+61400000000.Send an SMS
- From Messages: New message, pick the customer, type and send.
- From a customer's SMS tab.
- From a work order's Notify dialog, or a share or status report dialog, by ticking SMS.
Messages can be up to 1,600 characters. Long messages are sent as several SMS segments, each charged by your provider; the composer shows how many.
Replies
Replies arrive in Messages and on the customer's record, matched by phone number. Replies from unknown numbers appear with a prompt to add the sender as a customer.
Permissions
Setting up SMS needs Settings → Edit. Sending needs access to customers or the job you are sending from.
Troubleshooting
See SMS problems.
Still need help?
Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.