> For the complete documentation index, see [llms.txt](https://help.getswimtech.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getswimtech.com/documentation/messaging.md).
# Messaging
Send individual or group email and text communications from throughout the SwimTech app, using customer and operational context to reach the right recipients quickly.
**Messaging functionality is available throughout the SwimTech app, allowing technicians and office personnel to communicate with customers, team members, and other Contacts directly from the areas where they are already working.**
SwimTech Messaging supports both **email and text messaging**. A message can be sent to a **single recipient or multiple recipients**, making Messaging useful for everything from a quick customer update to communicating with a group of customers scheduled for service.
Combined with **Message Templates**, Messaging also allows frequently used communications to be reused instead of constructing the same or similar message every time.
> **Select who needs the information, choose how you want to communicate, create or reuse the message, and send it—all as part of the SwimTech workflow.**
## Where Messaging Is Available
Messaging is integrated into multiple areas of SwimTech so communication can begin in the context of the work being performed.
* **Contacts** — Select a single Contact or multiple Contacts and create a message for the selected recipients.
* **Quotes** — Communicate with the customer associated with a Quote while working with the Quote.
* **Work Orders** — Communicate with the customer associated with the work being planned or performed.
* **Users** — Send communications to one or more SwimTech Users when appropriate.
* **Fleet Management** — Access Messaging from the Fleet Management workflow when communication is needed.
* **Technician's Daily Schedule** — Communicate with a single Customer scheduled for the technician that day or with **all Customers scheduled for that technician for the day**.
* **Technician's Route** — Communicate with a single Customer on the Route or with **all Customers on the technician's Route**.
This allows users to select recipients based on the information they are already viewing rather than manually rebuilding recipient lists in a separate communication tool.
## 1. Select the Recipient or Recipients
Begin from the area of SwimTech associated with the people you need to contact.
For example, from **Contacts**, select a single Contact when the communication is intended for one person, or select multiple Contacts when the same communication needs to be sent to a group.
The same principle applies in other Messaging-enabled areas. When working with a technician's daily schedule or Route, you can communicate with an individual Customer or select the available option to communicate with the group of Customers associated with that schedule or Route.
## 2. Open Messaging
After selecting the appropriate recipient or recipients, choose the available **Message** action to open Messaging.
Because Messaging is integrated throughout SwimTech, the communication begins from the business context that prompted it—for example, a Contact, Quote, Work Order, daily schedule, or Route.
## 3. Choose Email or Text Message
Select the appropriate communication method for the message you are sending.
SwimTech Messaging supports:
* **Email to a single recipient**
* **Email to multiple recipients**
* **Text message to a single recipient**
* **Text messages to multiple recipients**
Choose the method that is most appropriate for the communication and the recipients you selected.
## 4. Create the Message
Create the message for the selected recipient or group.
When the communication is one your company sends regularly, use a **Message Template** as the starting point rather than recreating the message from scratch.
Many customer messages are the same or similar in nature. SwimTech supports **unlimited Message Templates** that can be reused throughout the app, allowing your company to build a library of common communications for recurring situations.
## 5. Review the Message and Recipients
Before sending, review both the message and the selected recipients.
When sending to multiple recipients—particularly all Customers on a technician's daily schedule or Route—confirm that the message is appropriate for everyone in the selected group.
If you started with a Message Template, make any changes needed for the specific situation before sending.
## 6. Send the Message
Once the recipients, communication method, and message have been reviewed, send the communication using the available Messaging controls.
## Messaging for Individual and Group Communication
One of the key benefits of SwimTech Messaging is that the same functionality can support both **one-to-one and one-to-many communication**.
A technician can communicate with one Customer about a specific service issue. The same technician can also communicate with all Customers on the day's Route when a common update applies to everyone. Office personnel can select one Contact or a group of Contacts and communicate without manually recreating the recipient list outside SwimTech.
This can be particularly useful for communications such as schedule updates, service notifications, weather-related changes, delays, reminders, or other information that applies to multiple customers.
## Messaging + Message Templates
Messaging and Message Templates work together to make communication faster and more consistent.
**Message Templates** provide reusable content. **Messaging** provides the ability to select the appropriate recipients and send that communication from throughout the SwimTech app.
Together they allow the user to:
**Select the recipient(s) → Choose Email or Text → Select a Template or create a message → Review → Send**
> **SwimTech Messaging puts individual and group customer communication directly into the operational workflow—helping your team communicate faster without repeatedly switching tools or rebuilding common messages and recipient lists.**
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