SMS

This comprehensive guide on how SMS functions within Trak and how you can effectively use it to contact your team and clients.

Types of SMS Management

User Notifications:

    • Users within your organization can receive notifications via SMS for job allocations, scheduling updates, or task assignments.
    • SMS notifications can be enabled alongside or instead of email notifications for immediate updates.
    • Note: Each SMS notification is chargeable at 10 cents per SMS.

Client Communications:

    • Direct SMS communication with clients allows for sending updates, confirmations, or reminders.
    • Customize sender name settings to ensure compliance with regulatory requirements (e.g., displaying your business name).

Configuring SMS Settings

  • Sender Name Registration:
    • In compliance with regulations, register your business name through Trak to display it as the sender of SMS messages sent to clients.

    • This registration ensures legitimacy and compliance with local regulations regarding SMS communication.

      Client Interaction Options:

    • Choose whether clients can reply to SMS messages sent from Trak.
    • Replies are received as links within Trak, allowing seamless communication flow and immediate updates on job statuses or confirmations.

Sending SMS from Trak

  • On-the-Fly Messaging:
    • Send SMS directly from a job by navigating to job details and selecting the SMS option.
    • Clients' phone numbers associated with the job are readily available as suggestions for ease of communication.
    • Customize messages with predefined scripts that automatically populate client-specific details (e.g., name, date, job details).

Script Management and Automation

  • Script Templates:
    • Manage SMS scripts under your profile settings for quick access and standardized messaging.

    • Create and utilize scripts for various communication needs such as booking confirmations, appointment reminders, or status updates.

      Automation Integration:

    • Automate SMS sending based on predefined triggers or job statuses using Trak’s automation features.
    • This streamlines communication processes by automatically sending SMS at specified times or events, reducing manual intervention.

Monitoring and Tracking

  • Inbound and Outbound Message History:
    • Track all SMS communications within Trak, including inbound replies and outbound messages.
    • Notifications ensure that all team members stay updated on client interactions and responses in real-time.

Conclusion

Effectively managing SMS communication through Trak enhances operational efficiency, improves client engagement, and ensures compliance with regulatory requirements. By leveraging SMS for notifications and client interactions, businesses can streamline communication workflows and maintain seamless coordination across teams.

For further information or assistance with SMS management in Trak, contact our support team at contact@trak.co.

Thank you for choosing Trak to optimize your project communication needs.