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titleJob SMS Defaults

Job SMS Defaults can be set in the Workbench Central Settings application.

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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.

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These defaults apply to BULK job SMS defaults as well as the individual Jobs SMS defaults.

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titleResource Scheduler SMS Defaults

Resource Scheduler SMS defaults are available to administrators via the Resources Scheduler application:

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This will allow you to select from a series of Scheduler Event fields that will auto-populate when sending the SMS to your staff from the resource scheduler.

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  1. In the Job Calendar in Upvise, you can SMS Job Owners of their schedule via the SMS icon in the Job Calendar view:

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  1. You can use the default SMS that you set up earlier or edit this before sending.

  2. Click “OK” to send the SMS.

  3. 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:

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  4. On individual jobs, you can send SMS by clicking on “Send SMS” button, see below:

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Sending SMS from Resources Scheduler

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

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

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

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

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  4. Click “Search” to apply the filter

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

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  6. Enter any additional text to add to the SMS

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  7. Click “Send Now” to send the SMS

  8. 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

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  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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