Start a Conversation with a New Customer

Things To Note

• You can now create, view and edit your inspections from any work station, tablet, or device from a web browser

• You can email your inspections right from the Next Gear Dashboard

• Messaging works like most other Messaging applications and you can view your messages directly through the Next Gear Dashboard

How To

1. Open a web browser and go to nextgear.boltontechnology.com

   1. This is the main log in page for the Next gear application

   2. Enter your company's credentials

      1. If you do not have credentials and need to register please reach out to us.

2. Select the Inspections link from the header at the top of the Next Gear application

   1. Select Messaging from the top header bar of the page

   2. To Search for an Existing Customer

      1. Enter their Name or Phone Number in the search box at the top of the page

         1. If there is an existing conversation it will display

            1. Select the conversation

            2. Type your reply in the text box and select the send button

         2. If there is no existing conversation

            1. No conversations found will display on screen

   3. To Start a Conversation with a New Customer

      1. Select the Plus Sign from the bottom right hand corner of the screen

      2. From the Start Conversation Pop Up window

         1. select the New Customer button

            1. From the new customer pop-up window

            2. Fill in the customer values in the corresponding text fields

            3. Select the ok button

   4. A new Conversation window will appear on the Original search screen

      1. Type in your message and select send

      2. Select the x in the top corner to close this message