Within compass, you can send and receive text messages with any of your customers provided that the phone number in the customer record is a text compatible device.
To send a text to your customer simply click on the texting button within any customer record.
When a customer texts you back, the system automatically creates a task notification under the tasks tab letting you know that you have one or more unread messages from the customer.
Note that if you are having an active conversation with the customer or are reading the text messages using the MiraTel interface inside My Miracle Method, the system will not auto-create a Task as you have read those messages.
Also, the system will automatically close the 'Unread Text Message' task once you have read all text messages.
It may take up to 3 minutes for the 'Unread Text Message' task to be created and/or removed depending upon system load.
Related Articles
Types of Tasks in Compass
The following are all Tasks created in Compass at this time. Tasks appear on the task screen for 20 days past their due date, and then 'fall off', however they are still accessible via the customer page. New Lead What is it: Indicates that a new ...
Compass – How to Search for Customers (Residential & Commercial)
Compass – How to Search for Customers (Residential & Commercial) Overview Compass has an intelligent search function that will recall any information typed into the field automatically which is linked to indexed information. In this document, you ...
Adding Products To Compass
You can manage your products offered at your location within the system. There may come a point where you need to add a product to the system before you can start adding it to estimates or sales. To add a product to your system: Mouse over Settings ...
Setting your Timezone in Compass
Setting your timezone in Compass ensures your location's various time information appears correctly (Audit Log, Text Messages, when Tasks were created, etc) To set your timezone, simply: 1) Go into Settings->General Settings 2) Expand "Account ...
Compass costs
The Compass platform is an 'all inclusive' subscription priced per user. You are billed a monthly fee for each Active User*. This monthly fee includes all Compass features currently available. Examples of these features include texting, clarity voice ...