SMS messaging
Text customers from their record, auto-route inbound replies to the right rep, and use dedicated numbers for multi-location orgs.
Video coming soon
The walkthrough for this article is being recorded. The written guide below covers the essentials — the video will add the visual steps.
Preview
Send SMS from any customer record or invoice — the message attaches to the activity timeline just like email. Outbound SMS uses your org''s dedicated Twilio number if you have one (Growth plan or higher), or a shared system number as fallback.
Inbound replies route to the invoice''s assigned rep first, then to active collections reps, then to org admins. Notifications go via email and optionally SMS to the rep''s personal cell (set on their Profile page).
Watch this space. We are recording the video walkthrough for this workflow in the coming days. Email support@evenlevel.com if you need help with it now — we will walk you through it on a call.
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