SMS Job Cards and Invoices

Workshop Software lets you send invoices, job cards, quotes, and credits directly to your customer’s mobile phone via SMS. This guide covers how to set up and use the SMS feature.

Step 1: Purchase SMS Credits

  1. Before you can send SMS messages, you need to purchase SMS credits.
  2. See How to Purchase SMSs for instructions.

Step 2: Open the Invoice and Click the Export Icon

  1. Open the invoice or job card you want to send.
  2. Click the box with an arrow icon on the invoice banner.

Step 3: Select SMS Invoice or Job Card

  1. From the dropdown menu, select SMS Invoice or SMS Job Card.
Workshop Software sms job cards and invoices showing invoice/job card, then press on the box with an arrow through it

Sending a Quote or Credit via SMS

If you need to SMS a quote or credit instead, first change the invoice type on the invoice:

Workshop Software sms job cards and invoices showing sms invoice or job card

Then follow the same steps above.

Workshop Software screen showing if you would like to sms a quote or credit, change the invoice type on the in...

Step 4: Confirm Details and Send

  1. Verify the customer’s mobile number is correct.
  2. Write your message in the text field.
  3. Click Send.
Workshop Software screen showing then follow the above steps

Step 5: Customer Receives the SMS

Your customer will receive an SMS with a link to view their invoice, job card, quote, or credit.

Workshop Software screen showing make sure the mobile number is correct, write your message click send
Workshop Software screen showing to set a pre-filled message, go to settings > messages > sms messages > invoi…” class=”wp-image-13028″></figure> <!-- /wp:image --> <!-- wp:paragraph --> <p></p> <!-- /wp:paragraph --> <!-- wp:paragraph --> <p>You can also set up different templates, to use in the SMS message, Go to Settings > Company lists > SMS Templates.</p> <!-- /wp:paragraph --> <!-- wp:image {
Workshop Software screen showing you can also set up different templates, to use in the sms message, go to set...

Press the green plus sign, enter a Description of the template, then add the message you would like to send.

Workshop Software sms job cards and invoices showing green plus sign, enter a description of the template, then add the me...

https://workshopsoftware.com/knowledge-base/settings/set-up-a-sms-template

5. Your Customer will receive a SMS with a link for the invoice.

Workshop Software screen showing your customer will receive a sms with a link for the invoice

6. Press the link to view your invoice/ Quote.

Workshop Software sms job cards and invoices showing link to view your invoice/ quote

Viewing the Invoice on a Mobile Device

When the customer taps the link, the invoice opens in their mobile browser:

Workshop Software screen showing you can also set up different templates, to use in the sms message, go to set...
Workshop Software sms job cards and invoices showing green plus sign, enter a description of the template, then add the me...
Workshop Software screen showing your customer will receive a sms with a link for the invoice
Workshop Software sms job cards and invoices showing link to view your invoice/ quote

Good to Know

  • You need to purchase SMS credits before you can send messages. Check your SMS balance in the Settings area.
  • Make sure the customer’s mobile number is correct before sending.
  • The SMS link allows customers to view the document on any device with a web browser.
  • This feature works for invoices, job cards, quotes, and credits.

Frequently Asked Questions

How many SMS credits does each message use?

Each SMS uses one credit for a standard-length message. Longer messages may use additional credits.

Can customers reply to the SMS?

The SMS is sent from a system number. Customer replies are not received in Workshop Software — use this for one-way notifications.

Also Explore