Conversations needs a shop number. If you see Set Up Messaging, finish that on Settings → Messaging. See Texts and calling.
Conversations
Conversations lists your customer threads. A thread groups texts, calls, and notes with that person so you have the context before you reply. CALL threads show up here as soon as you start dialing. Inbound calls land here too. You do not need recording turned on for the call to appear.Link an unknown sender to a contact
Open the unknown thread in Conversations, then open Details. Choose Create contact to save a new person, or Link contact to attach the thread to someone already in Contacts. The phone number is filled in when you create the contact. If another unlinked thread uses the same phone number, ShopWrk adds it to that contact too. Future messages and calls open under the linked contact.Send a text
ShopWrk texts come from your shop number and arrive in the customer’s regular messaging app.1
Open a conversation
Click a customer’s thread in Conversations, or click + New Conversation to start a thread with a contact who does not have one yet.
2
Compose your message
Type in the composer at the bottom of the thread. You can type freely or insert a template.
3
Send
Press Enter or click Send. The message appears in the thread and goes to the customer’s phone.
Message templates
Templates save messages you send often, like appointment reminders, estimate notices, and ShopWrk Pay links.1
Open templates
In the message composer, click the Templates icon, or go to Settings → Messaging → Templates.
2
Pick a template
Select a template from the list. It fills the composer. Edit it before sending if you need to.
3
Save a new template
In Settings, click New Template, name it, write the body, and save.
Calls
Place a call from a customer thread. Shop number, Call Flow, Work Phone, and recording setup are on Texts and calling.Make a call
Open a customer thread in Conversations, or open the customer, then click the phone icon. As soon as dialing begins, ShopWrk creates a CALL thread for that number. A saved customer is linked. An unknown number still gets a visible CALL thread. While the call is live, Conversations shows Calling, Ringing, or On a call. Hangup, no answer, and a completed talk all stay on that thread.Voicemail
Missed calls go to ShopWrk voicemail. Play the message back from the conversation thread.Call recording
When recording is on, open the CALL thread in Conversations to play the audio. ShopWrk then writes a transcript and a summary on that thread. If those fail, the audio and the call history still stay. When recording is off, you still get the CALL history. There is no audio, transcript, or summary. Recording rules differ by state. Setup is on Texts and calling.Related
Texts and calling setup
Get a shop number, set Call Flow, add Work Phones, and turn recording on.
Campaigns
Email or text a list of customers you already have.