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


  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 in the dialog before sending your message.


  5. Click Send Text.
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