How to Schedule an SMS

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ByZoom Apps

Added in Version 0.34

Overview

  • In this article we’ll describe how to schedule an SMS Message. Note: You must have the Can Send SMS role to schedule SMS Messages.

Schedule an SMS from Leads/Quotes/Jobs

  1. Open the Sales Leads, Quotes or Jobs page.
  2. Filter the list to the records you wish to send a scheduled SMS.
  3. Click Send SMS.
  4. Select one or more recipients (only recipients with a Mobile number will be displayed).
  5. Optional. Select an Admin Requirement to complete.
  6. Either load a SMS Template (from the Load Template button) or type out a message.
  7. Select a Scheduled Send Date.
  8. Click OK.
  9. The SMS will now send at the Scheduled Send Date.

Note: You can also schedule individual SMS messages from the Lead, Quote and Job card using the Send SMS button.

Schedule an SMS from Customers/Pre CRM Customers/Staff

  1. Open the Main Menu and scroll down to ENTERPRISE APP.
  2. Click Send SMS.
  3. Select a Type (Customer, Pre CRM Customer or Staff).
  4. Select one or more recipients (only recipients with a Mobile number will be displayed).
  5. Either load a SMS Template (from the Load Template button) or type out a message.
  6. Select a Scheduled Send Date.
  7. Click OK.
  8. The SMS will now send at the Scheduled Send Date.

Schedule an SMS from the Asset Service Report

  1. Open the Main Menu and scroll down to REPORTS.
  2. Click Asset Service Report.
  3. Apply filters and click OK.
  4. Click the Send Service SMS button.
  5. Select one or more recipients (only recipients with a Mobile number will be displayed).
  6. Either load a SMS Template (from the Load Template button) or type out a message.
  7. Select a Scheduled Send Date.
  8. Click OK.
  9. The SMS will now send at the Scheduled Send Date.
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