Settings → VisionScaper: Contractor tools and Twilio

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Settings → VisionScaper: Contractor tools and Twilio

Switch on the Contractor Hub, set approval, and add Twilio text-message details.

Open the WordPress dashboard and go to Settings → VisionScaper. Only users who can manage options (administrators) see this page. The Contractors (CRM) block turns on the Contractor Hub, Find a Local Contractor and My Projects. Review applications under Settings → VisionScaper Contractors. The Text messages (Twilio) area holds your Twilio details.

Before you start

  • A Twilio account with a texting phone number (see get-twilio-details). US texting needs A2P 10DLC registration per the page.

Fields

Field (exact label) What it does for VisionScaper What to enter and example Default / notes
Turn on the Contractor Hub, Find a Local Contractor and My Projects crm_on Master switch for the contractor tools. Tick to use the Hub. checkbox; default on (1)
Approve contractor applications automatically (not recommended) crm_auto_approve New contractor applications start as approved instead of pending. Leave unticked and approve by hand. checkbox; default off (0)
Twilio Account SID twilio_sid Identifies your Twilio account. Saved with only letters and numbers. Paste the SID starting with AC. See get-twilio-details. text; default (blank)
Twilio Auth Token twilio_token The password for your Twilio account. Paste the token. Leave dots to keep. password (secret); default (blank)
Twilio phone number twilio_from The number texts are sent from. Not needed if you use a Messaging Service. Format +18605550100. text; default (blank)
Messaging Service SID (optional) twilio_msid If set, texts are sent through this Messaging Service instead of the number. Saved with only letters and numbers. SID starting with MG. text; default (blank)

Steps

  1. Go to Settings → VisionScaper → Contractors (CRM).
  2. Tick Turn on the Contractor Hub…; leave auto-approve unticked.
  3. In Twilio, set the incoming-message webhook to the address shown on the page (HTTP POST).
  4. Paste Twilio Account SID, Auth Token and phone number; optionally the Messaging Service SID.
  5. Press Save Changes. Secret boxes show 12 dots when a value is saved. Leave the dots alone to keep the saved value. Type a new value to replace it.

Tips

  • Texting is treated as set up when SID, token and a number or Messaging Service are all saved.

If something goes wrong

  • Texts not arriving: carriers block until registration is approved (page text).
  • Hub missing: confirm the tick box is on.

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