Access Custom Fields Management Go to People from your main dashboard Click “Manage Custom Fields” (blue button in top-right) Click “Add Custom Field” to create a new field Basic Field Setup Field Label – Enter the name that will appear on forms Example: “Last Service Date”, “Customer Priority” Field Type…
Overview Custom Fields allow you to capture additional information about your contacts beyond the standard fields (name, phone, email). Tailor your CRM to your business needs by adding fields for service dates, customer preferences, equipment details, or any other relevant data. Benefits Capture specific business data – Track information unique…
Troubleshooting Common Issues “No recipients selected” Error Cause: No phone numbers provided or all numbers invalid Solution: Check that phone numbers are properly formatted Verify tag selections include customers with phone numbers Ensure phone numbers include country code (+1 for US) “Insufficient SMS credits” Error Cause: Not enough SMS balance…
AI Message Generation (Nexus AI) How to Use: Click “Nexus AI” button in message composer Describe the message you want to create AI generates optimized content Edit and customize as needed Best Practices: Be specific about your goal (sale, reminder, announcement) Mention your business type for better context Include key…
Broadcast Analytics Overview Metrics: Delivery Rate: Percentage of messages successfully delivered Average Delivery Time: How long messages take to reach recipients Total Cost: Actual spending on the broadcast Performance vs Average: How this broadcast compares to your others Detailed Analytics Message Status Distribution Pie chart showing pending, sent, delivered, and…
Broadcast Dashboard Status Indicators: 🟢 Sent: Broadcast completed successfully 🟡 Sending: Currently in progress 🔵 Scheduled: Waiting for send time ⚪ Draft: Created but not yet sent 🟠Paused: Temporarily stopped 🔴 Failed: Encountered errors âš« Cancelled: Manually stopped Broadcast Controls Viewing Broadcast Details Click on any broadcast to see…
Step-by-Step Guide 1. Start a New Broadcast Click “Create New Broadcast” from the dashboard You’ll see the broadcast creation form 2. Choose Broadcast Type Send Now: Messages sent immediately upon creation Schedule Later: Set specific date and time for sending 3. Basic Information Broadcast Name: [Required] Example: “Summer Sale Announcement”…
Table of Contents Introduction What’s New Getting Started Creating Broadcasts Managing Broadcasts Analytics & Reporting Advanced Features Troubleshooting Migration Guide Introduction The new SMS Broadcast system is a powerful, centralized platform for managing bulk SMS campaigns. Unlike the previous system where each message was handled independently, this new system groups…
Housecall Pro Integration for BookSmart Form Builder The Housecall Pro integration lets a BookSmart form validate a customer’s service area, look up existing customers, display appointment times based on technician availability, and create a scheduled Housecall Pro job. What the integration supports Create or locate a Housecall Pro customer Create…
Overview The ServiceTitan integration allows your forms to automatically create customers and bookings in ServiceTitan when submitted. This powerful integration eliminates manual data entry and ensures all leads are immediately available in your ServiceTitan CRM with complete booking and customer information. Prerequisites Before setting up ServiceTitan integration, ensure you have:…
Overview The Jobber integration allows your forms to automatically create customers and jobs in Jobber when submitted. This streamlines your workflow by eliminating manual data entry and ensuring all lead information is immediately available in your Jobber account. Prerequisites Before setting up Jobber integration, ensure you have: Active Jobber Account:…
This documentation covers the automatic form opening functionality that allows your forms to open based on URL parameters, hash fragments, user behavior, and programmatic triggers. Table of Contents Quick Start URL-Based Triggers Behavior-Based Triggers Programmatic Control Analytics & Tracking Advanced Examples Troubleshooting API Reference Best Practices Quick Start Basic Setup…
Learn how to create powerful, multi-step forms that automatically integrate with ServiceTitan, HousecallPro, Jobber, and more! This comprehensive tutorial shows you everything you need to know about the LaunchSMS Form Builder. Getting Started Creating Your First Form Navigate to Form Builder Click on the Cog on the main navigation Navigate to…
This guide provides a straightforward method for clearing the app cache in the LaunchSMS app, which can help improve performance and resolve any issues related to stored data. By following the simple steps outlined, users can quickly refresh the app’s functionality, ensuring a smoother messaging experience. If you’re encountering slowdowns…
This guide provides a step-by-step approach to effectively view and manage contacts within the LaunchSMS app. By following the instructions, users can easily navigate the interface and utilize features such as managing tags and sharing contacts. It’s essential for anyone looking to optimize their communication experience through the app. Whether…