Page Comparison

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1. Real-Time Schedule Notifications:
   Upvise's Resource Scheduler empowers construction teams to notify employees promptly about their schedules through outbound SMS notifications.
   The application allows for the precise filtering of SMS alerts based on specific date periods, ensuring that employees receive timely and relevant information about upcoming tasks and assignments.

2. Streamlined Coordination:
   SMS notifications from Upvise streamline communication by reaching employees directly on their mobile devices.
   Construction managers can efficiently coordinate work schedules, minimizing the risk of miscommunication and ensuring that the right personnel are aware of their duties.

3. Trackable SMS History:
   Upvise provides a transparent record of all SMS notifications sent to employees, recorded as notes against their contact records.
   Managers gain visibility into the delivery status of each SMS, distinguishing between those successfully sent and those that failed. This auto-categorization and journaling facilitate easy tracking and follow-up.

4. Versatile Sending Options:
   Upvise's SMS functionality extends beyond the Resource Scheduler to include Jobs and the contact list.
   Construction professionals can send SMS notifications from various touchpoints within the platform, offering flexibility in communication based on the specific needs of the project.

5. Enhanced Safety Alerts:
   In construction, safety is paramount. Upvise SMS functionality can be leveraged to send safety alerts and reminders to employees on-site.
   Critical safety information can be communicated instantly, promoting a proactive safety culture and reducing the likelihood of incidents.

6. Cost-Effective Communication:
   The included outbound SMS options in Upvise's standard licensing fee make it a cost-effective solution for construction companies.
   Avoiding the need for additional third-party messaging services, Upvise provides an all-in-one platform for communication needs.

In Upvise, SMS can be sent via the below methods:

1. Upvise- Resource Scheduler App

2. Jobs

3. Contacts

4. Projects Scheduler

Getting Started:

Depending on the functions you are using within upviseUpvise, there are Standard SMS template settings available to pre-define the SMS you’d like to send. Defaults can currently be set on Jobs SMS and Resource Scheduler SMS

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title Job SMS Defaults
Job SMS Defaults can be set in the Workbench Central Settings application. This will allow you to select from a series of Job Fields and Job custom fields that will auto-populate when sending the SMS to your staff. These defaults apply to BULK job SMS defaults as well as the individual Jobs SMS defaults.

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1. Change the view to “Employee” using the filter in the top left view

   

2. Click on “List” and select “show items- with Events ONLY”

3. Click “Filter Employee List”. the schedule will change to only show employees with events scheduled.

4. 

   Click on “Search”, and apply the date range in which you’d like to send the SMS

   

5. Click “Search” to apply the filter

6. Click on the ellipsis, and “Notify Users”

   

7. Enter any additional text to add to the SMS

   

8. Click “Send Now” to send the SMS

9. 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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Sending SMS from Contacts

 You can notify employees of important safety updates or events via the contact list in Upvise.

1. Navigate to your contact list

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2. Select the Contact you’d like to send an SMS notification to:

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3. Click on the “Mail” symbol, send SMS

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4. Enter the contents of the SMS, then click “Send Now”

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5. You will receive confirmation that the SMS has been sent:

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Viewing SMS History

1. You can see a history of SMS notifications recorded as a note against the Employee contact record in upvise.

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