Communication Log and Live Text Features 

 

The communication log keeps a timestamp detail of emails and text between the shop and customer, and any internal activity updates to the RO made from staff.  The software will keep track of the content texted between the shop and the customer but it will not save email content unless the shop email address is added when the email when it is sent.  Directions below on how to make sure the shop gets the content of emails. 

 

To get to the Communication Log

• Click on the RO
• Click on Revisions/Payments/Fees/More

 

 

• Click Communication Log

 

 

 

• This will show a view of the communication between the shop and the customer, as well as the Tech Story when it is updated.

 

 

Communication can also be added manually by clicking Add New Communication.

 

 

To duplicate email content sent to customer

 

****Shop Boss software does NOT automatically save email content, just a time stamp that an email was sent or received.****

• If you would like a copy of the emails that is sent to your customer you will need to add your email address separated by a semi-colon (;) . 
• We also have a setting that you can turn on that will auto CC all emails that are sent out through Shop Boss. Go to Settings->Miscellaneous Settings and in the second column 4th one up from the bottom you will see "Auto CC Company email in all RO email Communications". This will send the same email to your customer as well as to the email address you have in Settings->Company. 

 

When using the Send Update feature 

• Click Send Update in the RO Menu
• Add the shop email to the recipient list 

 

 

 

When sending a direct email

 

• Click the maroon colored email address found in the Customer Information box in the RO (pictured below)
• Add the shop email to the recipient list Just as seen pictured above 

 

 

 

 

Live Text Feature 

 

The Live Text feature allows you to text and receive text directly from the customer from one dashboard.  This can be more efficient when sending multiple texts at the same time instead of clicking in and out of open repair orders. 

 

To get to the Live Text Feature on your main screen at the top you will see a Live Text Box

 

 

This will show a dashboard of all text communication between the shop and customer.  

 

If the customer has an open RO the RO number will be displayed at the top. If the customer does not have an open RO it will come through as a orphan text. 

 

 

• When a customer sends a text, the red Live Text button will turn green and say "You have new live text messages!"
• The new message will be displayed with a closed envelope at the top of the message box. The conversation is highlighted in red.

 

 

A text can be sent to the customer as well, even if they DO NOT have an open RO. 

From the Maim WIP:

• Click Customers
  • Find and click the customer name to open their profile page
• Find the Cell Phone number
• Click Send Text Message

 

 

This will open a box to input a customized text message.

(Text Messages started from within the Customer's File with NO open RO will show up as an Orphan Text in the Live Text Dashboard.)