Start a text to a new number.

Use the dialer on the Calls screen. Type the number, switch to a text and send it. The new conversation then lives in Messages, and any reply from the customer lands there.

Steps

1. On a computer, open Calls and click Dialer at the top right.
2. Type the 10-digit number with the keypad or your keyboard. If the number belongs to a customer, their name appears under it. If not, you will see a note that it is not in your customers yet.
3. Click the message button to the left of the green call button. Its name is Send a text when you point at it, and it works once the number is complete.
4. Write your text in the Type your message… box. The line underneath counts the characters and shows how many text messages it will go out as.
5. Click Send. JobField confirms that the conversation is now in Messages.

Good to know

The dialer shows on a wider screen such as a computer. On a phone, text the customer from their job with Send SMS, or open one of their calls and press the message button next to the phone button.

A customer who already has a conversation is quicker to reach from Messages. Open their conversation and type your reply at the bottom.

Texting has to be set up before your first text goes out. If it is not, JobField tells you and offers Set up, which takes you to the setup screen.