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Activating and Utilizing SMS Messaging Add-Ons in ServiceBox

Introduction

This article provides a step-by-step guide on how to activate SMS messaging add-ons in ServiceBox. It includes details on selecting a plan, understanding message limits, and setting up SMS templates for customer notifications. This is ideal for ServiceBox users who want to improve communication with customers using Day Before and En Route SMS updates.

 

Activating SMS Messaging Add-Ons

To enable SMS messaging in your ServiceBox account:

  1. Go to Settings in your ServiceBox dashboard.

  2. Click on the Plan tab.

  3. Select the Add-Ons section.

  4. Choose the SMS Messaging option.

  5. Select your preferred plan.

ServiceBox currently offers an SMS 200 plan, which includes up to 200 SMS messages/month for an additional $10/month. If your usage exceeds the limit, each extra message is charged at $0.03.

⚠️ Be sure to review your selected plan and associated costs before confirming the add-on.

 

Screenshot 2025-07-02 113515-1

 

 

Understanding SMS Plan Limits and Charges

Once activated, your SMS messaging usage will be capped based on the selected plan. Any usage beyond the limit will incur per-message overage charges. For detailed pricing or plan adjustments, refer to the Help Desk or contact support.

 

Using SMS Messaging in ServiceBox

After activation, the SMS feature can be used in two main ways:

  • En Route Notifications: Notifies the customer when a technician is on the way.

  • Day Before Notifications: Sends a reminder about upcoming appointments.

Setting Up SMS Templates

To configure your message templates:

  1. Go to Settings → Work Order → En Route Setup or Day Before Setup.

  2. Enter your custom SMS message in the template field.

  3. Click Save.

These templates will be used whenever those notification types are triggered.

 

Triggering SMS Notifications from Work Orders

Within the Work Order screen:

  • You’ll see options to Send Day Before Notification SMS and Send En Route Notification SMS.

 

 

    • Choose the appropriate notification type.

    • Select the recipient from the saved customer/jobsite/contact info, or manually enter a number.

    🔒 Note: SMS will not send unless a valid mobile number is selected or entered.

 

 

Key Reminders

  • SMS is only available for Day Before and En Route notifications at this time.

  • The technician must be scheduled on the Work Order for SMS to trigger.

  • The default SMS template in your settings will be used for all messages.

 

Conclusion

The SMS Messaging add-on in ServiceBox is a reliable tool for delivering timely service notifications to customers. By activating and configuring this feature, you can significantly enhance appointment confirmations and customer satisfaction.

 

 

Need Help?
If you have questions or need assistance with SMS setup, reach out to our support team via the Help button in your account or email support@jobboxsoft.com.