Once Janco has set you up with SMS Text Messaging, you will need to setup SMS Text Messaging for use in the Point of Sale Module.
First, you will want to setup some text message templates. Navigate to Setup– Text Message Templates.
The following window will display, allowing you to create custom Text Messaging Templates for different estimate statuses so customer can be kept up to date on the progress of their vehicle.
To create a new template, click the Add button.
Give your new template a Title, and enter the message in the large text field. Click on the Add Field button on the lower right to add specific customer information into the message.
Click OK and your new template will be saved.
To apply that specific template to an estimate status, go to Setup – Estimate Status.
The following window will open. You can then apply certain Text Message Templates to specific estimate statues. When you save an estimate to a specific statues, you will receive a prompt as shown below before the message is sent. This will allow you to make any modifications to the message or cancel the message before it is sent. Be sure to check the Send SMS Prompt box next to the drop down box.
You can also send messages to customers as needed. To do this you go to the estimate they are connected to, and click on More Options… – Text Messaging…
This window will pop-up. From here you click New, and then you can either use a premade template from the drop down menu or enter your own message. At the bottom select where the message will be sent.
From the main screen in Point-of-Sale, you can also track and respond to Text messages that have been received. To do this, click on the Text Messages button.
You will then get this window from which you can check to see text messages that you’ve received and be able to respond to them.
Note: Screenshots were captured from StockTrac v3.4.
Contact Janco Support at 800.782-5872 (US) or 800.323.5872 (Canada) with questions about this or any other procedure.
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