• If you wish to start or view a conversation with another user regarding a work order or invoice:
• Open the work order or archived invoice you wish to be the subject of your text message.
• Click the Messaging button located in the work order or invoice section of the general ribbon.
• The messaging pane will open overtop of the work order task pane.
• At the bottom of the messaging pane there are two tabs: Messaging and SMS. Click on the Messaging tab.
• Remember to click the Messaging button again to toggle back to work order tasks when you are finished using the messaging feature.
• If you wish to send or view a non work order related message to another user:
• Double-click on the message notification area of the status bar or click the Messaging button on the home ribbon.
• The messaging window opens. Click the Search tab at the top of the left window pane.

 

• Access Messaging as explained above.
• If you accessed messaging from a work order or invoice:
• Click on the drop down box located at the bottom of the messaging window pane to select the user or group to message.
• Type your message in the provided text area.
• Press the Enter key to send your message.
• It will be added to the message history area located above the number selection area.
• If you didn't accessed messaging from a work order or invoice:
• Click on the Name of the user or group of users you wish to message. You can use the search bar at the top of the left window pane if necessary.
• Type in your message in the text area located at the bottom of the right window pane.
• Press Enter to send.

A pop-up will display when the message arrives and a notification will show in the software's status bar along the bottom right of the window.

 

• To open the message, double-click on the notification.
• The Messaging window will display.
• In the left window pane there are two tabs; Today and Search. Today contains current messages either pertaining to work orders as noted or direct message from users. Search allows you search message history.
• Today:
• In the left pane will be a list of Work Orders with messages or the name of the user an internal message is from. Those highlighted contain unread message.
• Click on the Work Order or Name to display the message logs. Note that work order messages can be both internal messages between users and text messages from customers. Make sure the Messaging tab is selected at the bottom of the right window pane.
• The message logs will be displayed in the right window pane. Unread messages will be displayed beneath the red line. Clicking on an unread message will change the status of the red line accordingly.
• You may reply using the dialog at the bottom of the right window pane as previously instructed.

• Access messaging by following the instructions above.
• Work Order Message History:
• The messaging window will display a complete history log of the message in the middle pane.
• You may also search the history by typing in search criteria at the top of the messaging window.
• Internal Message History:

• Click on the Name or Group in the left window pane. You can also use the search box at the top of the left window pane to filter the display.

• The message history will display in the right window pane. You can use the search box at the top of the right window pane to search the selected message logs.

• Open the work order or archived invoice you wish to be the subject of your text message
• Click the Messaging button located in the work order or invoice section of the general ribbon.
• The messaging pane will open overtop of the work order task pane.
• At the bottom of the messaging pane there are two tabs: Messaging and SMS. Click on the SMS tab.
• Remember to click the Messaging button again to toggle back to work order tasks when you are finished using the messaging feature.

 

• Access Text Messaging as explained above.
• Click on the drop down box located at the bottom of the messaging window pane to select the phone number to use. You have the option to search for a phone label in cases where there are many numbers to choose from.
• Type your message in the provided text area below the phone number selection or select a template using the drop down located to the right of the typing area.
• Press the Enter key to send your message.
• It will be added to the message history area located above the number selection area.

The recipient of your text messages can reply to your messages and you will be notified of incoming messages. A pop-up will display when the message arrives and a notification will show in the software's status bar along the bottom right of the window.

 

• To open the message, double-click on the notification.
• The Messaging window will display.
• In the left pane will be a list of Work Orders with messages. Highlighted work orders contain unread message.
• Click on the Work Order to display the message logs.
• The message logs will be displayed in the right window pane. Unread messages will be displayed beneath the red line. Clicking on an unread message will change the status of the red line accordingly.
• You may reply using the dialog at the bottom of the right window pane as previously instructed.

Text message history is kept with the work order's history. At any time you can open the work order or archived invoice and view the history.

 

• Access text messaging by following the instructions above.
• The messaging window will display a complete history log of the message in the middle pane.
• You may also search the history by typing in search criteria at the top of the messaging window.