Text messages (SMS)

What this page is for

Send and receive text messages (SMS) with customers. Texts go through Trade Sure's text provider. Replies appear in Messages, next to WhatsApp.

Do the common things

Set your sender name

1. Open Settings, then Documents and email.
2. Find SMS sender name. Use up to 11 letters and digits, with no spaces.
3. Save. Customers see this name on your texts.

Send a text

1. Open Messages, choose the client, and use Send text.
2. Or choose text when you send a quote, invoice or reminder.

Allow texts to a number

1. Open the client record.
2. Tick SMS next to the phone number.

Read delivery

1. Each text in Messages shows if it is sent, delivered or failed.

Good to know

• A customer can reply STOP. After that Trade Sure refuses texts to them until they reply START.
• Texts are counted and appear on your bill. In the trial there is a limit.
• Long texts count as more than one.

If something looks wrong

• A text failed: check the number is a mobile and SMS is ticked on it.
• Texts do not send at all: the Documents and email page shows if SMS is live. If not, contact support.
• You reached your limit: you get a notice. Contact support or choose a plan.