If you are in the USA or Australia, you must contact us before sending SMS messages due to country-specific regulations.

In this example, we add SMS messaging to a Job/Sales Order pre-build, but it works in precisely the same way for all the other modules.

1. Click here.

2. Click "Prebuilds"

3. In this example, we will add an SMS message to a Jobs/Sales Order automated message, so click "Jobs"

4. Click here.

5. Click "Automated Messages"

6. Edit the automated message or create a new one

7. At the bottom of the message, click this checkbox.

8. Add the tag {ClientContactCellphone} to the "Mobile" box

9. Check that the message works - click on "Save & Preview"

10. Click "SMS Preview"

11. "NOT VALID" is fine, as it will resolve to the customer's number when the message is created. Click "×" to close

12. Click "×"

13. To push this to other pre-builds, click "Copy to Other Pre-Builds"