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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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Resource Scheduler SMS defaults are available to administrators via the Resources Scheduler application: 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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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
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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
Sending SMS from Contacts
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Navigate to your contact list
Select the Contact you’d like to send an SMS notification to:
Click on the “Mail” symbol, send SMS
Enter the contents of the SMS, then click “Send Now”
You will receive confirmation that the SMS has been sent:
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