Send a Text Message from the Dispatch Board

From the Dispatch Board, you can send text messages to your resources or clients. You do not need to have a Pro Plus or Two-Way Texting subscription to do this, just the cell phone number and provider of the person you want to message. Replies to a text message will go to your company email address and will not be visible in Service Autopilot.  

Use the following steps:

  1. On the Dispatch Board, hover over the More dropdown list.
  2. Click Send Text.


  3. On the Text Message dialog, select the Resource you wish to message or enter the cell phone number of the client you wish to text.


  4. The Cell Phone Number and Cell Provider will be filled in when you select a Resource if that information is already on the Employee or Vendor record. If it is not on the Employee or Vendor record, enter it in the dialog.
  5. Enter a message.
  6. Click Send Text.
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