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:
- On the Dispatch Board, click the Service for the client you wish to text.
- On the Job Detail, hover over the More dropdown list.
- Select Send Text.
- 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 in the dialog before sending your message.
- Click Send Text.