Send Text Messages from the Calendar

From the Calendar, you can send text messages to Resources assigned to Jobs and To Do's. Because you need to enter a cell phone provider, there is no additional cost for these text messages. If a Resource replies to a text message the response will go to your company email address and will not be visible in Service Autopilot. 

To send a text message from the Calendar, use the following steps:

  1. Go to Scheduling > Calendar.
  2. Click More.
  3. Select "Send Text". 
  4. If your Resource has a cell phone number and provider entered on their account, the overlay will appear with this information pre-filled when you select a Resource. 

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  5. Enter Message information and click Send Text

 

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