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SMS Buyers - Ready to Start Inspection Card

Notify buyers when you are ready to start their Inspection Card

  1. Accessing Live Inspection Management

    • Go to the bottom menu and select "Sales."

    • Choose the specific sale you are working on.

    • Select "Live Inspection Management."

  2. Adding a New Card

    • Click on "Add Card" at the top.

    • Enter the viewer's name.

    • Enter the viewer's mobile number or add it later from the "Ready" column.

  3. Managing Mobile Numbers

    • In the "Ready" column, view all cards ready to go.

    • Identify viewers without mobile numbers (grey mobile icon).

    • Add mobile numbers by selecting the icon.

    • Import from contacts or manually enter the number and select the country.

  4. Customizing and Sending Messages

    • After saving the mobile number, choose a message to send.

    • Edit the message if needed.

    • Send the message, which will be saved as a template for future use.

    • The message will be sent to the viewer via iMessage.

  5. Sending Messages from Existing Cards

    • From a card already in a workspace, select the mobile phone icon below the viewer's name.

    • This will send the message to the viewer listed above the icon.

 

On iPhone -


Select sales from the bottom menu.
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  1. Select a Sale (select the catalog cover image).
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  2. Select live inspection management at the bottom of the screen.
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  3. To send a notification to your buyers when you're ready to start their inspection card select  the phone icon on a specific card.
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  4. If the buyer has submitted their inspection card with their mobile number then the icon will appear blue and if not it will appear grey.
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  5. To add the buyers number select the phone icon and either import from your contacts or enter manually.
    Screenshot 2024-06-27 at 2.40.30 PM

  6. Click ok and the sms message box will appear.
  7. The message body text is pre populated but you can also change this.
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  8. Once you are happy with the message select send and your devices sms service will appear.
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  9. Your message will then be sent from your number.
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