coreSTORE - Integrations: How to Setup Twilio

To set up SMS capabilities, you will first need to sign-up for an account with Twilio.  

Once you have an account with them make sure to go to your Company > Locations > Edit > Integrations > Twilio screen to fill out the three required fields:

Once you have your account settings filled in, you will see an option to SMS Receipt in the Sales module. 

Under Company Settings > Receipt you will see additional options for SMS Receipts:

You can also send an SMS message to one or more customers at once directly from the Customer module:

NOTE: This is a permission setting under Employees:

SMS Notifications for Work Orders

You can now notify technicians via SMS when they are assigned to a work order.   You can also notify your customer when there is a status change to the work order.

In Company Settings  > Work Orders under the Work Orders section you can specify whether to notify a technician via email or via SMS:

Once you set-up notifications, any time a technician is assigned to a Work Order, the technician will be notified.

Customer Notifications

Customers can be notified when the status of a work order has been changed.  For each work order status, you can choose whether you want the customer to be notified and how they are notified:

Updated on: 06/26/2024