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Vera Support

Sending SMS Messages

Sending SMS Messages

Section titled “Sending SMS Messages”

Vera can send SMS text messages to customers for job reminders and other communications.

Enabling SMS

Section titled “Enabling SMS”

SMS sending is controlled by a system setting. If SMS is not available, contact your administrator to enable it.

Sending an SMS

Section titled “Sending an SMS”

Screenshot: The SMS confirmation modal showing the message text preview and the send button options (“Send SMS Only” or “Send SMS and Email”).

When sending an SMS:

  1. A confirmation modal shows the message text before sending
  2. You can review the message content
  3. Choose your send option:
    • Send SMS Only — Sends just the text message
    • Send SMS and Email — Sends both an SMS and an email simultaneously (when available)

SMS Use Cases

Section titled “SMS Use Cases”

Common scenarios for SMS:

  • Schedule reminders — Notify customers of upcoming appointments
  • Job updates — Inform customers when work is starting or completed
  • General communication — Send quick messages to customers

Message Templates

Section titled “Message Templates”

SMS messages use pre-configured templates with variable substitution, so customer names, job references, and dates are automatically inserted. Templates are managed in Settings > Message Templates.