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SMS can be sent in bulk via the Job Calendar or via individual Jobs to inform or remind people of their schedule, important safety or weather updates or general company information.
In the Job Calendar in Upvise, you can SMS Job Owners of their schedule via the SMS icon in the Job Calendar view:
You can use the default SMS that you set up earlier or edit this before sending.
Click “OK” to send the SMS.
You will get a notification stating that the SMS is successfully sent. If the SMS failed to send due to missing phone number, you will be advised also:
On individual jobs, you can send SMS by clicking on “Send SMS” button, see below:
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Sending SMS from Resources Scheduler
You can send SMS to all staff in bulk to advise them notify employees of their schedule for the weekvia the Resource Scheduler. To do this you will need to apply the following filters to ensure the SMS’s for the correct date period are being sent.
Change the view to “Employee” using the filter in the top left view
Click on “List” and select “show items- with Events ONLY”
Click “Filter Employee List”. the schedule will change to only show employees with events scheduled.
Click on “Search”, and apply the date range in which you’d like to send the SMS
Click “Search” to apply the filter
Click on the ellipsis, and “Notify Users”
Enter any additional text to add to the SMS
Click “Send Now” to send the SMS
You will receive a notification confirming the number of SMS sent. SMS can only be sent to contacts with a mobile number
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In the “NOTES” application, you can view ALL SMS for all employees.
Navigate to Notes, click “Folders” and you will see the SMS categorised into “SMS Failed” and “SMS Successful”
Click on a folder to see a list of SMS
