Texting a Checklist to a Customer

You can text customers the customer version of the checklist directly from DVI Command.

Prerequisites

To be able to send texts, texting must be configured completely in R.O. Writer DVI Suite. In addition, your shop’s texting number must be configured and registered.

According to United States texting regulations, you must obtain express written consent from customers before sending them the first text. Failure to do so can result in fines.

R.O. Writer DVI Suite includes texting authorization settings that enable you to obtain consent to text from each customer. If the customer has not authorized your shop to text, you cannot text the customer.

If the Customer has not Authorized Your Shop to Send Texts

If the customer has not authorized your shop to send texts, the text message indicator in the ticket tile is gray the gray text message indicator. When you click it, the Messages window opens, but you cannot send a text to the customer.

The message window without the text box or Send button.

To Text the Customer Checklist

You can text customers the customer version of the checklist directly from DVI Command.

To Text the Checklist

Complete these steps:

  1. On the Checklist window, click the Select link of the checklist you want to open.

    The checklist window with Select circled.

  2. On the checklist window, click the Send Text button to send the checklist to the customer's cell phone number.

    checklist toolbar with the Send Text button highlighted.

    If the Send Text button does not appear, it means the customer has not authorized your shop to text.

  3. The customer receives a text message from your shop in the texting application on their smartphone.

    SMS example of receiving the checklist link

  4. When the customer taps the link, the checklist opens in a web browser. The customer and vehicle information appears first.

    example checklist opened in a phone web browser

    The customer can scroll down to see the checklist items.

    example checklist opened in a phone web browser

NOTE: When texting is configured properly, R.O. Writer DVI Command sends texts to the cell phone number in the configured field.

To Preview the Text Format

You can see a preview of the checklist before texting it to the customer.

Complete these steps:

  1. In the R.O. Writer DVI app, open the ticket.
  2. Tap the Checklist toolbar button.

  3. Click the Display Checklists button.

    The Display Checklists button.

  4. The preview of the checklist the customer sees appears on the screen.