Service Texts - Activate and Set Up (Web)

Watch the video or scroll down for step-by-step instructions.

Tiers
Getting Starting: Service texts are an additional fee of 2.9 cents per text.
If you have a Scaling Up or Owning the Market subscription, this feature is included.

Wistia video thumbnail

Step-by-step instructions . . .

1

Select  Settings > Service Texts, and Watch the video.


If you have a Scaling Up or Owning the Market Skimmer subscription, this feature is included in your membership. 

2

Accept terms of service.

  • The first term is there because all messages come from a number provided by Skimmer, so there are regulations around what kind of message can be sent.
  • The second term indicates that you understand using this feature will incur additional costs, depending on your service tier, and those costs will be added to your Skimmer bill.


3

Sign to accept the terms. Click "I agree, sign me up" at the bottom to agree and move forward. You’ll receive a final confirmation pop-up. Once you click to accept, you’re signed up and Service Texts are activated.

  • The name entered here will be recorded and stored in your company’s account history. 


4

Select and  toggle ON which text messages you want to send to customers, and click Save.

  • “On My Way” lets a client know the tech is heading over to service their pool.
  • Completed Service applies to both route stops and work orders, and will send when the work is finished.
  • Skipped Stop sends when you’re unable to complete scheduled work.
  • Messages are configured for you. If you have a long company name, or a long work order type email subject, you may notice these texts are truncated. That’s to make sure the texts stay brief and easy to send and read.

5

To enable service texts for work orders, select  Settings > Work Order Types > click Edit for any work order type > click the checkbox Notify the customer when finished, and click Save. 

  • This must be selected for work order completion texts to be enabled.
 
6

All clients by default are enabled to receive text messages.

  • Service texts will be sent to the phone number entered in the Mobile Phone 1 field. 
  • If the customer tries to call or text back, they will get a generic response that the number does not accept calls or texts.

If there are clients you want to exempt, edit their profile and uncheck the box.

7

The company name and contact number included in service emails will be applied to service texts is taken from your  Service Email settings.

  • If you don’t want to include a callback phone number, you’ll need to remove your number under Settings > Service Emails, and Save.
8

You can also view a service texting report, which shows what was sent, the type, the customer that received it, whether it was sent successfully, and the total cost.

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