TUTORIAL

How To Send Text / SMS When A Job Is Completed or Partially Completed

Users can send text / SMS messages to their customers when a job is completed or partially completed.

Steps

  1. Navigate to Settings > Job > Fields.
  2. Enable Phone No. (Optional), Sender Phone No. (Optional) and Other Phone Numbers (Optional) > Save.
  3. Navigate to Settings > Notifications.

    Click on Notification Settings.
  4. Click on Text / SMS tab.
  5. For the Send text / SMS to option, select the field containing the mobile number that you wish to notify when the event is triggered.
    There are 4 options for this field.

    Field Description
    Select Field None. Does not take reference from any of the job fields for sending out text / SMS.
    Phone No. Takes reference from the Phone No. for sending out the Text / SMS.
    Sender Phone No. Takes reference from the Sender Phone No. for sending out the Text / SMS.
    Other Phone Numbers Takes reference from the Other Phone Numbers for sending out the Text / SMS.

    Note:
    The Phone No., Sender Phone No. and Other Phone Numbers can be enabled under Settings > Job > Fields.

  6. Other Fixed NumbersOptional
    The notification will always be triggered to entries in this field.
    Typically used to notify internal staff or or 3rd party contractors.
  7. Enter your customized text message in the Text / SMS body field.
    Note: Your SMS service provider will charge you > 1 credit per SMS if the the number of characters in your SMS is > 160 characters.
  • A tracking link can be included in your text message after the text body to track the status of their deliveries.
  • Click Save when done.

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