Customer message wording
Change the texts behind the Text customer button, for you or for the whole team.
Settings → Communication is where the wording of the messages you send customers lives: the text messages behind the Text customer button on a quote, and the note that goes on the quote email.
How the wording is chosen
Which message you get depends on what the quote is doing: chasing a quote nobody has opened says something different from following up on one your customer read three days ago. There is one message per situation.
For each of them, Prycebook uses the first of these it finds:
- Your own wording, if you have set it.
- Your company's default, if an admin has set one.
- Prycebook's wording, which every new organization starts with.
So you never have to set anything up — the button works from day one — and anything you do set only affects you until an admin changes the company default.
Change your own wording
- Open Settings → Communication.
- Find the situation you want to change and type into My wording.
- Choose Save.
To go back to your company's wording, clear the box and save. An empty box means "use what everyone else uses", which is why it starts empty rather than pre-filled.
Change the company default
Admins and owners also get a Company default box on each situation. That is what every teammate who has not written their own will send. Everyone else can read it but not change it, so they can see what they would be overriding.
Put the customer's name in it
Anything in curly brackets gets swapped for the real thing when you tap the button — {customer} becomes the customer's name, {quote_code} the quote number, and so on. The full list is on the page itself under What can I put in a message?.
{custmer} in the message your phone opens, that is the typo telling you about itself. Fix it in Settings, or just edit the message before you send it.Keep it short
A text is 160 characters before your carrier splits it into two, and only 70 if it contains an emoji, a curly quote or a long dash. The counter under each box keeps track, and the quote page warns you when a message is long enough to go as several texts.
Prycebook does not send these
The button writes the message and hands it to your phone's own messaging app. Nothing is sent until you tap send, the text comes from your number rather than ours, and your customer's reply goes to your phone. Because of that, Prycebook has no way to know whether you sent it, so there is no record of it anywhere in the app.
The note on the quote email
The bottom of the same page sets the note that rides on the quote email — the one Prycebook sends when you send a quote, with the link and the PDF. It works the same three ways as the texts above: your wording, then your company's, then ours.
This one Prycebook really does send, which is the difference. It is also only a starting point: when you send a quote there is an Add a note to the customer box on the quote itself, already filled in with this wording, and you can change it or empty it for that one customer before sending.
- Clear the box on the quote and the email goes out with no note at all.
- The note is kept on the quote, so re-sending carries the same note rather than losing what your customer replied to.
- Placeholders are filled in when it sends, so a note you wrote once still names the right customer and total after you edit the quote.