Text right from where you're working. No need to leave a Customer Order or hunt for the customer in Messenger.
From a Customer Order
Select the Messenger icon (the chat bubble) in the order's right-hand toolbar (1). Messenger opens over the order at that customer's conversation. Read the full thread and send texts, photos, videos and templates (3) without leaving the order.
Perfect for approvals. Snap the problem, send it from the order, and the customer's "yes" is saved alongside the job.
From a Customer record
Select send a text under the customer's details. Messenger opens in a new tab at that customer's conversation, or starts one if none exists.
Choosing the number
Both places text the customer's preferred number. To use a different one, select the number button next to Send (2). It shows the number's label, like home or mobile. Pick another SMS-enabled number from the list.
