HirePOS allows you to send SMS messages to customers and other contacts directly from the system. You can send general messages, use SMS templates, or include links to sales/hire documents such as invoices, quotes and bookings.

Before sending SMS messages, you must have an SMS provider configured in HirePOS.

If SMS has not been configured, the Send SMS page provides instructions for setting up an SMS Express account.

For more information, see the SMS Express Setup Guide.

To send an SMS from HirePOS:

1. Navigate to CRM > Send SMS.

2. Expand the Recipient section to select a customer, contact, lead, supplier or staff member (optional).

3. Under Compose, enter or confirm the recipient's Mobile Number.

4. Select an SMS Template, or enter your message manually in the Message field.

5. Review the mobile number and message.

6. Click Send SMS.

HirePOS displays a confirmation when the SMS has been sent successfully or an error message if sending fails.

Note: SMS messages are limited to 459 characters. Longer messages may use multiple SMS credits, depending on your provider.

You can send customers an SMS containing a link to a sales/hire document, such as an invoice, quote or booking.

To send a document link via SMS:

1. Open the relevant sales/hire record in HirePOS.

2. Click the dropdown menu beside the Email button.

3. Select SMS.

4. Confirm the recipient's mobile number.

5. Select an SMS template containing the Invoice Link placeholder ({InvoiceLink}).

6. Review the message and click Send SMS.

The Invoice Link placeholder generates a link that the customer can use to view the associated document.

Important: Ensure your SMS template includes the {InvoiceLink} placeholder when you want the customer to receive a link to their sales/hire document.

HirePOS also supports sending signature request links for sales/hire records.

When sending a signature request, HirePOS generates a link that the customer can use to access the document and complete the signature process.

To ensure customer mobile numbers are available when sending SMS messages:

1. Navigate to Setup > Customers.

2. Open the customer record using Edit Customer.

3. Enter the customer's mobile number in the appropriate phone field.

4. Set the phone field's label to Mobile, where applicable.

5. Save the customer record.

You can also enter a mobile number when creating a customer through Sales/Hire > Customer Overview.

When sending an SMS to a customer, HirePOS automatically looks for a phone number labelled Mobile, checking Phone 1, Phone 2 and Phone 3 in that order.

If no labelled mobile number is found, HirePOS uses Phone 1 as the fallback.

You can review or change the recipient's mobile number before sending.

For SMS Express, the number of credits used depends on the message length:

You can view your available credits by expanding the Credits section on the Send SMS page.

Note: The Credits section is not displayed when Twilio is configured as the SMS provider.

• SMS Templates: Use templates to maintain consistent messages and automatically include relevant information.

• Mobile Numbers: Always confirm the recipient's mobile number before sending.

• Mark As Sent: When sending an SMS associated with a sales/hire record, the Mark As Sent option is available.

• Message Status: HirePOS displays an SMS sent confirmation or an error message after attempting to send the message.