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Keep reporters informed without interrupting their day

SMS (Short Message Service), commonly referred to as “text messaging,” is a service for sending short messages of up to 160 characters to mobile devices. SMS is similar to paging. However, SMS messages do not require the mobile phone to be active or within range and will be held for a number of days until the phone is active and within range. Use RB8’s SMS capability to notify reporters of their job assignments easily and reliably.

  1. When setting up resources in RB8, include their cell phone numbers (Mobile Phone field) and carriers (SMS Provider drop-down) in Setup > Resources > General tab.
  2. On the Additional tab, select SMS in the Communication Type drop-down as the default.
  3. Then when assigning resources to upcoming jobs (in Calendar > Assign Resources), RB8 defaults to SMS for the contact method when Show Worksheet Options is clicked.
  4. When you right-click on the grid and choose Notify, RB8 will send a short text message to each resource with details in a follow-up email.
NOTES

When you enter the mobile phone number of a resource, you must add the prefix “1” to the number for SMS to work (e.g., 1-555-123-4567).

Resources can acknowledge the jobs from their cell phones via RB Web Mobile Apps or by logging into your RB Web and clicking the job’s Acknowledge link. They can also get job details and Google Maps directions to the job’s location on their mobile device.

See also

Send text messages from RB8 for sending custom text messages.

by . Posted in Communicating with resources, RB instructions, Reference, Reporter perks, Saving time.

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