Texting a Checklist to a Customer

Before texting customers, texting must be configured completely in R.O. Writer. Your shop’s texting number must be configured and registered. By U.S. law, you must also obtain consent from each customer before you can text them. R.O. Writer DVI Command includes texting authorization settings that enable you to authorize texting with each customer.

If the customer has not authorized your shop to text, you cannot text the customer a checklist.

To Text the Customer Checklists

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

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. 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.