Send a Text Message to a Client

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.

Texting a client can only be done from the Job Detail. To do this, use the following steps:

  1. On the Dispatch Board, click the Service for the client you wish to text.
  2. On the Job Detail, hover over the More dropdown list.
  3. Select Send Text

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  4. On the Text Message dialog, enter your message. If the Cell Phone Number and Cell Provider are on the Account already it will be auto-populated. If not, you will need to enter this information on the dialog before sending your message.

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  5. Click Send Text.
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