Customizing Work Order Text Messaging

October 01, 2024October 01, 2024

The work order text messaging feature allows users to customize text messages sent to customers regarding their work orders. This includes customizing the default message sent when orders are ready for pickup as well as customizing the signature appended to messages for each store location, if you have multiple stores.

 

Customize Your Text Signatures

  1. Click the Admin Button with your username in the upper right and go to Settings > POS Settings > Work Orders.

  2. Scroll down to the Signature section.

  3. Click the dropdown and choose Custom Signature.

    • Enter the custom signature you want in the field to the right.
    • Click Save at the bottom.

 

Ready for Pickup Notification

In the same area of Settings, you can configure the default message content that will be sent whenever a Work Order is ready to be picked up. In the section for Default Message for Notifying Customer, the system default message will be in place. You can edit the content, and if you want, you can add automated merging of the Customer's first name and the Work Order ID, as pictured below. Once you're done configuring the message, click to Save.

Please note, if you have also customized the signatures as described above, the text message notifications will have those custom signatures so the customer will know which location to go to.

In the Work Order, you will see the message when the system prompts you to notify the customer about pickup.

When you change the Status of a Work Order to Ready for Pickup and click to Save the Work Order, a window appears with a text message box and signature.

The Message Content will populate the default message you have saved in the settings, as described above, and will also include your customized signature, as pictured below.