How can I send SMS messages with Plan-IT Workshop?

Follow the below steps to turn on the Plan-IT SMS module. You need a Plan-IT SMS account to be able to do this.

1. In the menubar, click on System.
2. Select the option System settings.
3. In the first row of tabs, go to Connections.
4. Then go to SMS in the second row of tabs.
5. In the field SMS module, select the option Plan-IT SMS.
6. Enter the User name and Password of your Plan-IT SMS account.

Besides that, you have the option Send SMS at status car ready in this window. When you turn on this option, Plan-IT will sens an SMS message when in the workorder the option SMS service is turned on, the option Internal order is turned off, and the status of the work order is changed to Ready. Plan-IT will send the SMS message to the mobile phone number that is entered in the customer details in the work order.

Manage SMS texts

It is also possible with the SMS module to send an SMS message to the customer directly from the work order. You can create and manage these messages yourself. Open the Manage SMS window by clicking the Manage SMS texts button.

Here you can enter all default texts for the SMS module. In the field Display, select wether the SMS reminder is used in all departments or only in the current department.

There are 2 types of messages:

1. Separate SMS text: these are default texts that the users will see when they want to send an SMS message to a customer from the work order. To keep a certain standard within the organization, you can compose default texts here. The user can then select these from a selection list and if needed change it a little.
2. Car ready message: this is the message that will be sent to the customer when you change the status of the work order to Ready.

There are several tags that you can use in SMS messages:

[KENTEKEN]	this tag will be replaced in the SMS message by the license plate number that is entered in the work order.
[DATUM]	this tag will be replaced in the SMS message by the starting date of the work order. When the option time appointment is turned on, that customer date will be placed here.
[TIJD]	this tag will be replaced in the SMS message by the starting time of the work order. When the option time appointment is turned on, that customer time will be placed here.
[RECEPTIE]	this tag will be replaced in the SMS message by the name of the receptionist that is selected in the work order.
[VESTIGING]	this tag will be replaced in the SMS message by the name of the establishment in which the work order is scheduled.
[KLANT]	this tag will be replaced in the SMS message by the name of the customer that is selected in the work order.

When you have turned on the logging in Plan-IT, you can read back there if an SMS message has been sent.

SMS usage

In the system settings of the SMS module, click the Usage SMS button to open the website where you can see your usage. Your login name and password are automatically entered on the website (these are the same as in the system settings window).

In the field Saldo credits you can see how many SMS messages you can still send within your current bundle.

You can also indicate that you want to receive an e-mail when your saldo (balance) drops below a certain value (because you will have to purchase a new bundle yourself to make sure that your SMS messages keep working).

In the section Overzicht berichten you can find a log of all SMS messages that have been sent..

Request Plan-IT SMS module

When you want to receive more information regarding our SMS module or want to start using our SMS module, you can request this with your accountmanager (Leon Wonnink: LeonWonnink@plan-it.nl) or via our helpdesk (contact@plan-it.nl).

Request new SMS block

Also requesting new SMS blocks can be done via LeonWonnink@plan-it.nl or via contact@plan-it.nl

Plan-IT SMS module costs

We do not change monthly costs for our SMS module. You only pay for sending the SMS messages.

You purchase a prepaid SMS bundle that fits best with your expected usage and you will be informed automatically per e-mail when these are almost used up (you can configure when you want to receive this e-mail yourself).

We offer 4 bundles:

SMS Block 1	1.000 SMS messages	€ 150,–
SMS Block 2	5.000 SMS messages	€ 650,–
SMS Block 3	10.000 SMS messages	€ 1.100,–
SMS Block 4	25.000 SMS messages	€ 2.375,–

* These prices apply for 2019.