To send an email message, just click the "Email" button or mail icon associated with the customer or sevice of interest. You can also send email messages to customers not in the system using the "Send Email Message" command under the "Utilities" menu. Opening the RepairShopPro email client from an open repair order will automatically attach a PDF copy of the invoice, estimate or PO and address it to the selected customer. You can also add additional recipients and attachments using the associated editor buttons. There is no limit to the number of recipients and attachments.
RepairShopPro will work with your existing email provider. To setup your provider, open the "Messaging" tab in Global Settings and specify a Provider Name, SMTP (Outgoing Server) Address, SMTP Port Number, From Address (your email address), Username and Password. Below are the addresses and port numbers of some popular providers:
To launch a text message, just click the "Text" button or phone icon associated with the customer of interest. You can also launch text messages to customers not in the system using the "Send Text Message" command under the "Utilities" menu.
To setup text messaging, you need to purchase a phone number from Twilio.com. They are the provider. Once you get your phone number please enter your SID and AuthCode on the "Messaging" tab in Global Settings.