Overview:
In the dynamic realm of construction, efficient communication is paramount to successful project management. Upvise, with its comprehensive suite of features, introduces a powerful SMS functionality that seamlessly integrates into various processes, offering a multitude of benefits for job scheduling and safety considerations.
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.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.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.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.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.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.
Getting Started:
Depending on the functions you are using within upvise, there are Standard SMS template settings available to pre-define the SMS you’d like to send.
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.
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.
Sending SMS from Jobs
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,
Sending SMS from Resources Scheduler
You can send SMS to all staff in bulk to advise them of their schedule for the week.
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
Viewing SMS History
You can see a history of SMS notifications recorded as a note against the Employee contact record in upvise.
You will have visibility of whether the SMS has been Successfully Sent or whether it Failed to send:
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
