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Help @ Connect2Field ยป Configuring SMS for Field Workers in Connect2Field

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  • Getting Started 7
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    • The different types of Users in Connect2Field
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    • Not Recieving SMS Notifications
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  • Job Management 26
    • How to Create & Dispatch New Jobs in Connect2Field
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    • Example 1: Planning your Field Work in Advance
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    • How to Invoice your Customers for Service Jobs using Connect2Field
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    • How to bcc an Invoice Copy to your Company Email, when Invoice is sent to Clients
    • How to Group & Print Multiple Invoices for a Client
    • How to change Invoice Date
  • Work Force Management 7
    • How to use Connect2Field's Messaging System
    • Configuring SMS for Field Workers in Connect2Field
    • How to Customize Email/SMS Templates for your Field Workers & Clients
    • How to enable or disable Alerts to your Field Workers
    • How to Re-Alert / Notify your Field Staff when a Job is re-scheduled
    • GPS - Tracking your Field Staff via Connect2Field Map
    • How to temporarily de-activate a Field Worker
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    • Connect2Field Field Woker WebApp - Iphone Example
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    • Customize the Connect2Field Main Menu for your Mobile/Ipad
    • Control what fields appear while selecting a job from your Mobile/Ipad
    • Example: Use Tags for quick search of products in Iphone/Ipad
    • How to Update Product Prices while in the Field
    • How to Email Invoices to Clients while in the Field
    • Example: Creating Sub-Jobs while in the Field
    • How To Capture Clients Signature as Job Conformation
    • Reallocate Job to a different Field Worker while in the Field
    • How to Auto Populate Username/Password for your FW WebApp login on the iPhone
    • How to Enable/Disable Pricing Fields for the WebApp
  • Connect2Field Scheduler 5
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  • Inventory Management 4
    • Adding Products & Services
    • Creating Tag Groups & Assign Products to Tags
    • Managing Warehouses
    • Inventory Management for your Fieldworker's Vans
  • Quote Management 3
    • How to Instantly Create New Jobs from Quotes
    • Create & Dispatch New Quotes
    • Viewing Quotes as Appointments on Scheduler
  • Reporting in Connect2Field 4
    • Types of Reports
    • Jobs Per Field Worker
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    • Working with Equipment Items
  • Supplier Management 3
    • How to add Suppliers in Connect2Field
    • How to configure Supplier Types
    • How to Add/Modify Custom Fields for Suppliers
  • Data Management 3
    • How to Export Jobs from Connect2Field
    • How to Import/Export Products & Update Inventory
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  • Accounts / Integration 7
    • Connect2Field Accounting Connector Setup for MYOB
    • Using the Connect2Field Accounting Connector with MYOB
    • Connect2Field - Xero Integration
    • Connect2Field - Saasu Integration - Service Invoices
    • Connect2Field - Saasu Integration - Item Invoices
    • Connect2Field - KashFlow Integration
    • Connect2Field - Capsule Integration
  • Customer Portal 3
    • What is the Customer Portal
    • Customer Portal Features
    • Customer Portal Setup
  • Case Study 1
    • Case Study - Plumbing / Mechanical Contractors Industry
  • Connect2Field Videos 1
    • How to schedule your Fieldworkers easy and quick
  • About Connect2Field 1
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Last Updated

Feb 14, 2011

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  • Prev: How to use Connect2Field's Messaging System
  • Next: How to Customize Email/SMS Templates for your Field Workers & Clients

Configuring SMS for Field Workers in Connect2Field

Sending SMS messages to your Field Workers is a handy way to alerting them when a new job has been dispatched.

With Connect2Field we couldn't make it any simpler to configure.

Below are the details on how to setup and edit your SMS system.

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Login to Connect2Field and select Options, Users, then Manage Users

More information on creating users can be found here

Creating users or Selecting existing

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If you haven't create a user, click Create New User.

Otherwise, if you have existing Users select View.

Editing Users

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Enter your Field Workers mobile including your country code IE (44 for UK - 1 for USA - 61 AUS then your Field Workers number) No + before the number is necessary

Select alert by SMS

Click Save

How to edit the SMS messages

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Go back to Options

Select SMS and Email Management

Editing the SMS

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In the screen, you can select from our drop down menu to edit Auto Emails and SMS's.

Select SMS msg. for Field Worker when job dispatched for this example

Text Editing

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The text displayed will be what your field workers receives
You can edit the text which you would like your Field Workers to receive

Note the text inside the {{ --- }} this data is auto populated text from our system. Below is the details on how to add or edit this type of data.

Editing auto populated text

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1. Click on Add Fields in the bottom left
2. Select which information you would like auto populated in the text, and copy and paste the example into your SMS text.

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Click Save

Now you have created and configured your SMS options, the next time you alert Field Worker they will receive a SMS

  • Prev: How to use Connect2Field's Messaging System
  • Next: How to Customize Email/SMS Templates for your Field Workers & Clients

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