• Home

  • Get Paid & Expenses

    Commissions Management

    QuickBooks Integration

    Consumer Financing

    Expenses Tracking

    Contractor Payroll

    Card Reader

    Payment

    Job Management

    Work Order Management

    Field Service CRM

    Job Management

    Employee Time Tracking

    Job Costing

    Recurring Jobs

    Supplies order

    Job Tracking

    Equipment tracking

    Complete Job & Invoice

    Sales Proposal Tool

    Invoicing

    Estimates

    Quoting

    Mobile App

    Review Management

    Price pages

    Accounting

    Scheduling & Dispatching

    Employee GPS Tracking

    Scheduling Software

    Route Optimization

    Field Service App

    Call Recording

    Dispatching

    Business Solutions

    Automated Direct Mail

    Advanced Reporting

    Home Services Marketing

    Text Messaging

    Voice Solutions

    See all Features
  • Industries

    HVAC

    Plumbing

    Construction

    Appliance Repair

    Electrician

    Garage Door

    Handyman

    Home Cleaning

    Carpet Cleaning

    Painting

    Window Cleaning

    Locksmith

    Property Maintenance

    Junk Removal

    Fire Safety

    See all Industries
  • Resources

    Blog

    Stay informed and inspired with our engaging blog, featuring industry insights and expert tips

    Tutorial

    Step-by-step tutorials: Creating, editing, and scheduling on the site. Our tutorials will help you understand how to create projects, grasp the meanings of various statuses, and efficiently schedule meetings

    image
  • Company

    Contact Us

    Orcatec is your all-in-one home services management software designed to save you time, money, and boost productivity. It organizes all your tasks, synchronizes the work of your team, technicians, and clients.

    About Us

    Get in touch with our team anytime! We are here to answer any question may you have.

    image
  • Features

    • Scheduling Software
    • Estimates
    • Dispatching
    • Invoicing
    • Sales Proposal Tool
    • Field Service Management
    • Employee GPS Tracking
  • Industries

    • HVAC
    • Plumbing
    • Construction
    • Appliance Repair
    • Electrician
    • View All
  • Resources

    • Blog
    • Tutorial
  • Company

    • Contact us
    • About us
    • Privacy Policy
16950 Via de Santa Fe Suite 5060-136
Rancho Santa Fe, CA 92091
Copyright © 2025
Terms of usePrivacy Policy
  • Home
  • Features

      Get Paid & Expenses

      • Commissions Management
      • QuickBooks Integration
      • Consumer Financing
      • Expenses Tracking
      • Contractor Payroll
      • Card Reader
      • Payment

      Job Management

      • Work Order Management
      • Field Service CRM
      • Job Management
      • Employee Time Tracking
      • Job Costing
      • Recurring Jobs
      • Supplies order
      • Job Tracking
      • Equipment tracking

      Complete Job & Invoice

      • Sales Proposal Tool
      • Invoicing
      • Estimates
      • Quoting
      • Mobile App
      • Review Management
      • Price pages
      • Accounting

      Scheduling & Dispatching

      • Employee GPS Tracking
      • Scheduling Software
      • Route Optimization
      • Field Service App
      • Call Recording
      • Dispatching

      Business Solutions

      • Automated Direct Mail
      • Advanced Reporting
      • Home Services Marketing
      • Text Messaging
      • Voice Solutions
  • Industries

    • HVAC
    • Plumbing
    • Construction
    • Appliance Repair
    • Electrician
    • Garage Door
    • Handyman
    • Home Cleaning
    • Carpet Cleaning
    • Painting
    • Window Cleaning
    • Locksmith
    • Property Maintenance
    • Junk Removal
    • Fire Safety
  • Resources

    • Blog
    • Tutorial
  • Company

    • Contact Us
    • About Us
  • Tutorial
  • Messaging-center
Orcatec messaging center

Orcatec messaging center

Jun 15, 2023

Orcatec messaging center

 

Now you can effortlessly convey important information, ensuring your clients are always up to date. Our messaging center enables you to send automated reminders for appointments, prompt timely payments, and instantly notify customers of any project changes. Stay current, deliver valuable information, and never miss an important message from your customers! 

 

You can create and manage your custom queues in Settings - Messaging (access to Settings has to be enabled for your user).

Please note, the “Settings” menu is only available in the browser.



To get started with messaging, you would need to fulfill the following steps:

  • Register a Brand/Campaign 

  • Buy a phone number

  • Start messaging 



You will see the information on pricing and FAQ for the messaging center below.



To get started, click Create a Brand button.

 

 

A modal window will open, where you can insert and edit all the necessary information. To save the changes and create a brand, click Create button. 



You will get a confirmation message for registering a brand/campaign, please click Agree and Pay if you agree to the terms and conditions provided in the message. 



After submitting the application, a success message will appear. Please note, that approval of the brand/campaign may take up to 3-5 business days.



Once the application has been approved, you will be able to buy a number for your campaign.



Click the Buy a New Number button, choose the desired area code for the number, and click Search.



A list of available numbers with the chosen area code will appear, where you can choose the number you will use for messaging.



You can also choose the users allowed to use the number for messaging under Assigned Users.

 


Once you have selected the number and assigned users, click the Buy Number button.



Your new phone number will appear on the page. To edit the name or change users assigned to the number, click on the number and edit the information in a modal window.

 



You can buy more than one number for your company to use for different purposes or users. Just click the Buy a New Number button and repeat the steps on choosing a number and selecting assigned users for it. 



Now you will see all your chats in Messaging tab. To the left, you will see your contacts, a short preview, and date of the last message, and the number of unread messages.



You can sort your chats in chat settings to select the preferred view.



You can choose between Sort by Unread and Sort by Activity options.



To find a certain chat, use a Search by Contact field.



If you see a warning sign in the chat, it means the message was not sent. Click the sign under the message to delete it or resend it.



To mark the conversation as read, right-click on a chat and choose Mark as read option.



You can start a new conversation by clicking the New Chat button and inputting the phone number of the addressee.



To close the selected conversation click the Close Chat button.



Other Articles

How to Schedule Multiple Visits at Once

Scheduling is now easier! You can create multiple visits as a group within projects, work orders, and on dispatch, saving you time and effort.

5 min read Oct 09, 2024

Share job details via public links

Make collaboration and communication easier by sharing job details via public links, ultimately leading to more efficient project delivery and better outcomes for everyone involved.

 

7 min read Feb 27, 2024

Custom forms

Make managing data more flexible and efficient for you. Design and set up your own custom forms to collect and manage information efficiently.

 

7 min read Jan 18, 2024

article-data

All-In-One Home Services Management Software

instagramfacebook

4.95 from 5 based on 17 reviews

Get our latest news

image