SMS Integration in Dash SaaS

Step 1 : Super Admin Access

First, the super admin must add the SMS Add-on by going through a few procedures.

• Scroll to “Add-on Manager” after logging in to the super admin side.
• To include the Add-On, click the “+” (Module Setup) button.
• You will see a box where you must attach the ZIP file for the “SMS Add-on.”
• You must enable the module once the setup procedure is finished for the remaining customers to purchase it.

Step 2 : Company login Access

After the super admin enables the Add-on, the admins can purchase the Add-on and access the SMSAdd-on by following the steps mentioned below.

• So, the admin has to first purchase the Add-on by navigating to the “Subscription Plan” page and then you have to click the “Usage Plan” and find the SMS Add-on and purchase it.
• After you purchase the Add-on go to the settings page and click on the system settings button.

Step 3 : How to use the SMS Add-on.

• Once you purchase the Add-on, navigate to the settings module, click on system settings, and find SMS.
• You can also select the source of SMS from the 5 options provided over there. After selecting the source, add the required credentials of that particular source.
• After you do this, you get a chance to choose the notifications settings. Here is the way you can enable or disable the notifications of the various modules.

Accounting Module

• New Customer
• New Bill
• New Vendor
• New Revenue
• New Payment

You can customize the notifications, like if you want to send a message regarding new customers then you have to enable that button, the same thing goes for all the points mentioned above.

Appointment Module

• New Appointment
• Appointment Status

Similarly, if you want to send notifications regarding new appointments, or appointment status then you can enable or disable one of the buttons, if you enable that button, then the notification will be sent of all the new appointments.

CMMS Module

• Work Order Request
• New Supplier
• New POs
• Work Order Assigned
• New Part
• New Component
• New Location
• New PMs

You can customize the notifications, if you want to send a message regarding a work order request then you have to enable that button, the same thing goes for all the points mentioned above.

Commission Module

• New Commission Plan
• New Commission Receipt.

Contract Module

• New Contract

Double Entry Module

• New Journal Entry

Fleet Module

• New Vehicle
• New Booking
• New Insurance
• New Maintenance
• New Booking Payment
• New Fuel

You can customize the notifications, like if you want to send a message regarding new vehicles then you have to enable that button, the same thing goes for all the points mentioned above.

General Module

• New Invoice
• Invoice Status Updated
• New Proposal
• Proposal Status Updated
• Create User
• Bank Transfer Payment Status Updated

If you want to send notifications regarding a new invoice, or invoice status update, then you can enable any button from the settings page.

Hotel & Room Management

• New Booking Coupon
• New Room Facility
• New Hotel Customer
• New Hotel Service
• New Room Booking
• New Room
• Change Hotel Theme

HRM Module

• New Award
• New Announcement
• New Holidays
• New Monthly Payslip
• New Event
• New Company Policy

The notifications can be customized; for example, if you want to send a message about new awards, you must enable that button. The same is true for all the points made above.

CRM Module

• New Lead
• Lead to Deal Conversion
• New Deal
• Lead Moved
• Deal Moved

From the settings page, you can activate any button regarding which you want to send notifications on SMS.

LMS Module

• New Course
• New Course Order
• New Custom Page
• New Blog
• New Rating

You can customize the notifications like if you want to send a message regarding the new course or new course order then you have to enable that button, the same thing goes for all the points mentioned above.

Portfolio

• New Portfolio
• Update Portfolio Status

POS Module

• New Purchase
• New Warehouse

To send a message about a new purchase, you must enable that button. The same is true for all the other aspects described above. You can customize the notifications.

Recruitment Module

• New Job
• New Job Application
• Interview Schedule
• Convert To Employee

From the settings page, you can activate any button regarding which you want to send notifications on SMS.

Retainer Module

• Retainer Create
• New Retainer Payment

To send a message about a new retainer created, you must enable that button. The same is true for all the other aspects described above. You can customize the notifications.

Rotas Module

• New Rotas
• New Availability
• Cancel Rotas
• Days Off
• RotaLeave Approve/Reject

If you want to send notifications regarding a new rotas, rotas time change, or any other options then you can enable any button from the settings page.

Sales Module

• New Quote
• New Sales Order
• Meeting Assigned
• New Ticket
• New Ticket Reply

Sales Agent Module

• New Program
• Sales Agent Request Sent
• Sales Agent Request Accept
• Sales Agent Request Reject
• New Sales Agent
• New Sales Agent Order
• Update Order Status

Spreadsheet

• New Spreadsheet

Support Ticket

• New Ticket
• New Ticket Reply

Project Module

• New Project
• New Milestone
• New Task
• Task Stage Updated
• New Task Comment
• New Bug

Training Module

• New Trainer

vCard Module

• New Appointment
• New Contact
• New Business
• Business Status Updated

Workflow

• New Workflow

Zoom Meeting

• New Zoom Meeting

Double Entry

• New Journal Entry

Commission

• New Commision Plan
• New Commission Receipt

Holidays

• New Booking Coupon
• New Room Facility
• New Hotel Customer
• New Hotel Service
• New Room Booking
• New Room
• Change Hotel Theme

Workflow

• New Workflow

Portfolio

• New Portfolio
• Update Portfolio Status

Spreadsheet

• New Spreadsheet

Sales Agent

• New Program
• Sales Agent Request Sent
• Sales Agent Request Accept
• Sales Agent Request Reject
• New Sales Agent
• New Sales Agent Order
• Update Order Status

Fix Equipment

• New Accessories
• New Asset
• New Audit
• New Component
• New Consumables
• New License
• New Location
• New Maintenance

WordPress WooCommerce

• New Product

Visitor Management

• New Visitor
• New Visit Reason

So, these are some of the modules, for which you can customize the notifications. There are modules, like Sales, Support Ticket, Project, Training, vCard, and Zoom Meeting, for which you must follow the same process.