HVAC BizPro allows you to send proposals directly to your customers via text message in addition to email. When a proposal is sent via text, the customer receives a link that they can open on their mobile device to view their proposal.
There is no additional cost to use the texting feature. However, before you can begin sending proposals via text, your business must complete SMS registration and meet the required SMS compliance standards.
Before You Register: SMS Website Compliance
Before submitting your SMS registration, your business website must meet SMS compliance requirements. These requirements are established by mobile carriers for businesses that send text messages to customers.
Your website will need:
An appropriate Privacy Policy
Appropriate Terms & Conditions
A compliant method for customers to consent to receiving SMS/text messages from your business
Your website should be updated to meet these requirements before you submit your SMS registration. Missing or non-compliant information may cause your registration to be rejected.
For detailed information about the website requirements and steps for becoming SMS compliant, please review the FieldEdge article below:
FieldEdge SMS Compliance Article:
https://xplorcontactcenter.my.site.com/fieldedge/s/article/SMS-Compliance-Guide
How to Register for Texting
To begin the registration process:
Log in to you admin account for HVAC BizPro.
Go to More.
Select SMS Registration & Texting.
Click Register.
SMS registration is completed in two parts: Brand Registration and Campaign Registration.
Step 1: Submit Your Brand Registration
Complete all required information under Brand Registration and submit the form.
Your Brand Registration identifies your business with the SMS messaging network and must be processed before your Campaign Registration can be submitted.
Step 2: Wait for Your Brand to Process
After submitting your Brand Registration, wait a little while before attempting to submit your Campaign Registration.
The brand information needs time to process through the registration system. If you attempt to submit the campaign immediately after registering the brand, the brand may not yet be available for the campaign registration.
Once the brand has had time to process, return to:
More > SMS Registration & Texting > Register for Texting
Step 3: Submit Your Campaign Registration
Complete and submit the Campaign Registration.
The campaign provides information about how your business intends to use SMS messaging and how customers provide consent to receive messages.
Your website's SMS compliance is especially important during this part of the registration process, as the information provided in your campaign must align with the consent and SMS information available on your website.
Step 4: Wait for Approval
After your Campaign Registration has been submitted, it will go through the approval process.
Once your registration has been approved and texting is enabled for your account, you can begin sending proposals to customers via text message.
Sending a Proposal by Text
Once SMS registration is complete and texting has been enabled, you can send proposals directly to a customer's mobile phone through HVAC BizPro.
The customer will receive a text message containing a link to their proposal. They can tap the link to open and review the proposal from their mobile device.
Important
SMS registration and website compliance are required by the mobile carriers and messaging networks, not HVAC BizPro. Completing the registration does not guarantee immediate approval.
To help prevent delays or rejection, make sure your website meets the SMS compliance requirements before submitting your Brand and Campaign Registrations.
For assistance with website SMS compliance requirements, refer to the FieldEdge SMS Compliance Article linked above.