Messaging
Messaging is the customer conversation area in TracsConnect. When texting is enabled, the dashboard sidebar shows Communication > Texting.
What you can do
Section titled “What you can do”- View and search conversations by customer name or phone number.
- Filter down to unread conversations so nothing slips through.
- Send text messages and attach photos when your phone service supports it.
- Use templates for common messages — appointment reminders, birthday texts, follow-ups, and more.
- Set up automations that send those messages for you.
Before you start
Section titled “Before you start”Your shop needs a connected phone service and an assigned sending number. You set that up under Setup > Connections. Messaging settings (automations, templates, and the sending number) live under Settings.