Send SMS on Service Request

Overview

Facilitease allows you to send SMS messages directly from a service request. This feature enables quick communication with site contacts, tenants, or other stakeholders about service request updates.

Key Features

• Auto-populated Fields - Recipient details are automatically filled from the service request contact information
• Quick Copy - Easily copy the full description from the service request to your SMS
• SMS History - Track all SMS messages sent for each service request
• Flexible Messaging - Customize the recipient and message content as needed

Sending an SMS

To send an SMS from a service request, follow these steps:

1. Open the Service Request - Navigate to the service request you want to send an SMS about
2. Access More Actions - Click on More Actions dropdown button
3. Click Send SMS - Select Send SMS from the dropdown menu

SMS Message Details

When the Send SMS dialog opens, you'll see several fields to complete:

Field Descriptions

1. Recipient Name - Field will populate from the Contact Name on the request but can be changed for the SMS
2. Recipient Number - Field will populate from the Contact Number on the request but can be changed for the SMS
3. Title - Will populate from the request short description but can be changed
4. Message - Enter your SMS message content here
5. Copy Full Description Button - Click this button to quickly copy the current full description of the request to the SMS message field
6. Full Description (Reference) - Displays the current full description in the service request for reference
7. Send SMS Button - Click to send the SMS message

View SMS History

You can view the history of all SMS messages sent for a service request:

1. Go to Service Request - Navigate to the service request you want to check
2. Click Request SMS History Tab - The tab will show if any SMS has been sent. The history panel is collapsed by default - click to expand and view sent SMS messages.
3. View SMS History - You'll see a list of all SMS messages sent for this request, including:
   • Date Added
   • Created By
   • Recipient Name
   • Recipient Number
   • Message Title and Content

Received SMS

When an SMS is sent, the recipient will receive a text message on their mobile phone with the title and message content you entered.

Best Practices

• Keep messages concise - SMS messages should be brief and to the point
• Include the request number - Always include the service request number for reference
• Verify the phone number - Double-check the recipient number before sending
• Use for urgent communications - SMS is best for time-sensitive updates
• Check SMS history - Review the history to avoid sending duplicate messages