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Text messages - customer isn't receiving
Text messages - customer isn't receiving

The phone 'type' selected must be Mobile

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Note Text reminders are an additional $5 a month plus 3 cents per text to your monthly subscription.

Summary

For customers to receive text messages, their phone number in their Location page must have the type set to Mobile as that is the only phone number type that the software attempts to text.

Key Points

  • Verify the phone number type

  • Verify Send Reminders is set to Text or Text and Email

  • Verify the appointment reminder includes texting

  • Verify the Work Order series has an appointment reminder that includes texting

If a customer isn't receiving text messages:

  1. Open the customer's Location page

  2. Click Edit

  3. Look at the customer's phone number type

The phone number has to have the 'type' selected as Mobile for the system to know it can receive a text message. Any other 'type' selected will not send a text (home, office, fax and so forth). 

Tip You can manually send a reminder from the Work Order. If an email address or mobile phone number is on file for the location, click the Send Reminder button from the Work Order. 

If an email address is not on file for the location, the email option will not be seen. If a phone number is not selected as Mobile type for the location, the text message option will not be seen.

Verify the appointment reminder includes texting

Go to Settings/Appointment Reminders and verify the appointment reminder includes texting.

Verify the Work Order series has an appointment reminder that includes texting

Edit the Work Order Series. Click the Schedule button. Verify the appointment reminder selected includes texting.

For more information about Appointment Reminders, see: Settings - Appointment Reminders

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