GEM-CAR FAQ
How to Configure a Template for an SMS with a Quote/Estimate
To send an estimate via SMS so that the customer can approve it, you need to make some configurations.
To configure a template for an SMS with a quote, follow these steps:
In the menu on the left, click on Communications > Configurations > SMS templates > +New.
In the next window, enter the following information:
- Email type
- Name
- Check the “Use by default” box
- Message
Click on Save.
To access the Point of Sale to create an estimate, click on the menu on the left or press F1.
Select the client, the services and press F3 or click on Estimate.
A document will be created in the Documents tab.
Click on the Documents tab and search for the correct estimate.
You will see a series of icons on the right side of the screen: click on the mobile icon to send the estimate to the client.
In the next window, select the “Estimate approval” SMS template.
Check that the following information is correct before sending:
- the client's telephone number
- the message
- the estimate
Click on Send.
Other articles on the subject:
Sending and Receiving Text Messages (SMS) Directly from GEM-CAR
Configuring Templates for SMS, Email and Letters
Variables to Use in Writing Email, SMS and Letter Templates for Their Personalization
Print or Send Documents Through Email or SMS
Configure Reply with SMS and Email
Posted 3 months agoby Bianca da Silveira De Amorim
#188154 viewsEdited 2 months ago