How to Send an SMS to a Customer

How to Send an SMS to a Customer

Workshop Software allows you the ability to send an SMS to a customer directly out of the software.  In order to send SMS's you will need to purchase some first, to do this please see the guide linked below:

https://help.workshopsoftware.com/article/47-purchasing-smss

1. Search for the customer by typing there name into the universal search bar at top of the screen and then click on the orange SMS icon:

2. Enter the message you want to send the customer and then click on the green Send button to send it.  If you have entered a mobile number for the customer in there Customer Details then it will automatically populate for you:

3. SMS's can be sent from anywhere you see the orange SMS icon:

Via Customer's list:

Via Job Centre: