Customer Text (SMS) Messages
AGG SMART (connected to www.messagebird.com) has the facility to keep the customer up to date with their order via text message. Up to five text messages are sent to the customer per order. The text message is sent to the "Site Contact" mobile number entered in the quote. The five messages are:
On putting the quote onto AGG SMART
When adding a quote, if you click the "Send" button, once the quote is saved, a copy is also send out via email as a PDF. And the following text message is sent to the customer:
Thank you for your concrete quote from [COMAPNY]. Please call [COMPANY TEL] to book in with our friendly team.
This gives the customer an instant point of contact so they can call you back and book in the job.
On scheduling
When scheduling the job onto the calendar, it will have a status of "Unconfirmed". To confirm the time of delivery with the customer, click the "Confirm Job" button. You then have the option to "Confirm with SMS". This will send out a text message to the customer with the booked in time slot.
Thank you for using [COMAPNY]. Your order 6m3 of C35 (FIBRE) on Thu 27 Aug at 08:00-10:00. LE19 1SD. See website for T&Cs.
This keeps the customer updated with the arrival time as it may not be what was agreed on the phone. The text message can also have a fixed time, or a time slot (1 hour, 2 hours, etc).
24 hours before delivery
If the delivery is SCHEDULED on the calendar over 24 hours before it is due, then the customer will receive a text message 24 hours before scheduled delivery. These text messages are only send between 7am and 10pm (to avoid texts arriving at night).
Your [COMAPNY] order will be delivered tomorrow Fri 28 Aug at 07:30-07:30. 50m3 LE102TE Terms and conditions available [COMAPNY WEBSITE]
On truck en route
When the truck has accepted the job and has left the yard and is travelling over 15 mph, a text will be sent to the customer alerting them their concrete is on the way. The text is sent with an accurate ETA worked out with traffic at the time of sending. We build in a 15 minute window to allow for a break or refuelling on route.
Your [COMAPNY] concrete delivery is on its way. ETA is 08:40-09:10
On job completion
Once the job is signed and completed on the tablet, a final text message confirms the delivery.
Order delivered 27/08/2020 07:50 LE19 1SD. Thank you for using [COMAPNY]. To place your next order, call [COMPANY TEL]
Controlling customer text messages
If you do not want customer text messages to be sent for a job, you can either leave the "Site Contact" mobile number blank. Or you can click the "Select" button and turn off the sending of text messages for this job.
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Customer Notes (Special Codes)
[TERMS:##] Payment terms for invoice in days (NET) [TERMS1:EOM] Terms type End of Month + days from inv date [WARN:XYZ] Adds a text warning to the customer page [PO-Required] Require purchase order number to be filled in [noInvoice] Do not set ...Customer Discounts
As well as Project Prices, you can also give customers a monetary or percentage discount over your retail prices. To do this, just edit the customer and select the discount type and amount. Then when you next quote them up for a job, AGG SMART will ...Update Customer Information
Should you need to amend the information stored against a customer, you can do that from within the customer page on AGG SMART. Navigate to the customer in question in the Customers / Quotes section, and then click on Edit Customer (1). This will ...Customer Type Ahead
Customer "Type Ahead" makes it quicker to find customers on AGG SMART. You can start typing any part of the customer name or company name and AGG SMART will start to suggest possible matches. The more you type, the more precise the search will get. ...Search for customer PO number
You can find customer purchase order (PO) numbers by searching PO:# Where # is the customer purchase order number. For example, searching for PO:449932 will search for purchase order number 449932