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Job Centre and Invoicing

SMS Job Cards and Invoices

Workshop Software lets you send invoices, job cards, quotes, and credits directly to your customer’s mobile phone via SMS. This guide covers how to set up and use the SMS feature.

Step 1: Purchase SMS Credits

  1. Before you can send SMS messages, you need to purchase SMS credits.
  2. See How to Purchase SMSs for instructions.

Step 2: Open the Invoice and Click the Export Icon

  1. Open the invoice or job card you want to send.
  2. Click the box with an arrow icon on the invoice banner.

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Step 3: Select SMS Invoice or Job Card

  1. From the dropdown menu, select SMS Invoice or SMS Job Card.

Workshop Software sms job cards and invoices showing invoice/job card, then press on the box with an arrow through it

Sending a Quote or Credit via SMS

If you need to SMS a quote or credit instead, first change the invoice type on the invoice:

Workshop Software sms job cards and invoices showing sms invoice or job card

Then follow the same steps above.

Workshop Software screen showing if you would like to sms a quote or credit, change the invoice type on the in…

Step 4: Confirm Details and Send

  1. Verify the customer’s mobile number is correct.
  2. Write your message in the text field.
  3. Click Send.

Workshop Software screen showing then follow the above steps

Step 5: Customer Receives the SMS

Your customer will receive an SMS with a link to view their invoice, job card, quote, or credit.

Workshop Software screen showing make sure the mobile number is correct, write your message click send

![Workshop Software screen showing to set a pre-filled message, go to settings > messages > sms messages > invoi…” class=”wp-image-13028″>

You can also set up different templates, to use in the SMS message, Go to Settings > Company lists > SMS Templates.