Send a Text Message to a Resource

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.

To text a Resource, use the following steps:

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

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  3. On the Text Message dialog, select the Resource you wish to message. 

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  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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