Communicate via text message with your service clients in Work Orders.
About
- Conversations is Workstand's new text communication app available within work orders in Admin.
- Using Conversations you can send text messages, images, and emojis to any customer that has opted in to receive text messages.
- Reaching out to your customers with questions and updates about their bikes will be easier than ever.
- Conversations is currently only available within work orders.
Getting Started
- Please complete this form to begin the sign-up process, or contact Client Success.
- Our Client Success team will collect some basic business information and use that to set up your Conversations account.
How It Works
- Once setup is complete, every saved work order will have a Conversation box.
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- The Conversations Inbox link will also be added to the main navigator in Admin.
- To send a text message, click into the "type a message" area and begin typing.
- Click "Send" to send the message.
If nothing happens when the "Send" button is clicked please ensure there is a phone number present for your customer.
- Here is what your customer receives:
- Conversation continued:
Inbox
- The Conversations Inbox is where all new messages can be viewed and can be accessed by clicking on "Conversations" in the main menu in Admin.
- The number to the right of Conversations indicates how many unread messages you have.
- The inbox is sorted with the most recent message received at the top and unread messages will be marked.
- Click on a thread to view and respond to the entire message.
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- Any correspondence sent or received in Inbox will also be visible within the corresponding Work order in the Conversations box.
- To keep a message displaying as "Unread" (so others know there is a new message), click the box next to "Mark as unread" in the upper right corner of the text box.
Fun Facts
- Conversations are associated with the customer, so when a new work order is created for a customer that you've previously texted with, that text history will automatically populate in the latest work order.
Cost
- Conversations is free with all Workstand subscriptions (Website & POS) through Fall 2024.