Set up customer messaging
Customer messaging gives each site its own SMS number. Customers see messages from a consistent local number they can recognise and reply to, and that number carries status updates, quote links, and pickup messages.
You can set this up during onboarding or finish it later from Settings. The number is included with your subscription, so provisioning it does not cost SMS credits.
- During onboarding, reach the customer messaging step, or open Communications in Settings later.
- Search for an available number and pick one from the choices shown.
- Set the forwarding number so calls to your messaging number reach the workshop.
- Save. Customer messaging is now live for the site.
The number is included
Your site's customer messaging number comes with your subscription. Sending messages uses an included transactional allowance based on your bays; usage beyond that draws on SMS credits. Setting up the number itself never uses credits.
You can keep exploring the rest of setup before the number is provisioned. Onboarding leaves this step open as required infrastructure and nudges you to finish it.
Provisioning is owner-controlled
Setting up or replacing your messaging number is an owner-level control. Other admins can finish the rest of setup, but the number panel stays with owners.
What customers receive
With messaging live, your team can send status updates and quote links straight from a repair order. When a vehicle is ready, the repair order moves to a status the customer is told about.
Replies from customers come back to the same site number, so the conversation stays in one place.