Messages
One thread for each customer, on one number the business owns. The reminder before the visit, the bill after it, the review ask, and whatever they text back, all in one window and all on that customer's own record.
Getting started
These are the steps in the order somebody would do them. The same list is in the tool: press F1, or the control reading "How this works" at the top of the window.
1. Press New message, find the customer and write to them
Or pick a conversation on the Inbox to answer it. The first time, New message puts the caret in Account under Your texting account: paste the account and its key from your provider's console and press Connect. A message goes from the number your business texts from, after ten seconds with Undo beside it.
2. Connect the number you text from
Your own texting account, and the number stays yours: leaving Keyway does not cost you it. The landline already painted on the van can usually be text-enabled instead of buying a new number. The account is connected on the Inbox; Set up shows which one is connected, disconnects it, and says what each step costs.
3. Get the business registered before anything goes out
Carriers block texts from businesses that are not registered with the number registry, so Set up files your details and waits. It is worth reading the four lines on that card before you file: the score the registry gives you is set once and does not change afterwards.
4. Text one customer from their own thread
Pick somebody on the Inbox and everything ever said to them is in one place, with the visit or the invoice it is about on the head of it. Type, watch the count beside the box so you know what it costs, and press Send. What you send goes onto that customer's own record in Keyway.
5. Press once a day for everything a rule got ready
Keyway can get the reminder, the bill and the review ask ready for you and it will not send any of them by itself: a person presses, and one press covers the whole day's list. Nothing in this product texts a customer without somebody's name against it.
The screens, and what to do first on each
Each of these opens with nothing on it on a new install. What the tool says on that screen is what this section says, because it is the same sentence.
No texting account is connected yet
A customer's text lands here with how long they have waited, and what a rule has ready to go waits under it for somebody to press. A reply lands on that customer's own record as well as here.
First thing to do: Press New message: the first time, the caret goes to Account below, for the account and key from your provider.
Every permission here belongs to one customer
Having a customer's mobile number is not the same as their agreeing to be texted at it, so this business starts with nobody on this list. There are two permissions: appointments and bills, and offers and review requests.
First thing to do: Find a customer in the box below, then record what they agreed to or that they asked to stop.
Keyway has written six and you can change every word
The day before a visit, on the way, the work is finished, the bill, the review ask and a reply on a ticket. Each one says which of the two permissions it needs and what it costs to send, because texts are billed per 160 characters rather than per message.
First thing to do: Read the reminder first, because it is the one most businesses send most.
Nothing is connected yet, so nothing can go out
Three things live here and they are done in order: your texting account, a number to text from, and the business's registration with the number registry. The card says where you are and who does the next bit.
First thing to do: Whoever owns the texting account connects it on the Inbox, with the account and its key off the provider's console.
If you get stuck
Write to support@keywaysuite.com. We answer within one business day. Keyway can send us what it knows about your installation: open the hub, go to About and press Get support. It writes one file wherever you choose and never includes your licence, a password, a customer name or a customer address.