Let your customers know when paperwork is ready and messages are sent with simple, straightforward SMS notifications.
Notify your customers about new messages, quotes and invoices with simple SMS messages. No more are you at the mercy of email software that may banish your message to a customer’s junk folder on a whim… let your customer know there’s a message waiting for them with a simple SMS notification.
Your customer also gets a link to read and reply to the message – or view quotes and invoices – online via the client portal.
Super-simple SMS
Just make sure the “Notify customer via SMS” option is checked and a mobile number is entered when sending a message, and we’ll do the rest!
SMS when you choose
You can choose which messages – or which customers – you’d like to send SMS notifications to. Just flick the switch on or off whenever you send a message. You can also turn SMS on or off by default – just visit Settings > Messages > SMS to set up SMS to suit you.
SMS for a better response
SMS notifications link to your improved client portal where customers can read and reply to your message. If you’ve sent a quote or an invoice, they can approve or pay it, too.
SMS plans to suit
Send a limited number of SMS for free, or choose an add-on plan if you need to send more. You’ll find all the details at Settings > Messages > SMS.
Start sending…
SMS is ready to go for all customers in the UK, with other areas coming soon… let us know if you’d like to see SMS in your country.
Happy SMS’ing!
By Adam Austin
Co-founder of YourTradebase. One quick, easy app that frees you from paperwork and lets you get back to the job you love. yourtradebase.com
