New Client SMS Defaults

Why Estimate Rocket?

Expanded client based communications

There new client SMS defaults as part of the SMS Template addition. New clients added through the Estimate Rocket user interface using the Create Estimate or the Create Client screen will now default to having the Can received SMS for Project Documents and the Can received SMS for Messages in Portal as enabled.

If you want the Appointment Reminders on as well that will need to be checked manually.

 


SMS Template Addition Overview

SMS Templates (Similar to email templates)

Add SMS Template to Follow Up Campaign

Ad - Hoc Use of SMS Templates

New Client SMS Defaults

Improvements to Appointment Reminders

Email Templates

Available Tokens



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