Once a job is scheduled, you can go to Scheduler and you'll be able to send confirmations or alerts whether it's an email confirmation or SMS notification. Your SMS and email templates need to be configured first in Administration → Templates area.
Note: Mobile users with full access can also send SMS and notifications from the mobile app depending on permissions granted.
To send confirmations or aerts, go to Scheduler → Job Scheduler.
There are four types of Confirmations and Alerts
- Booking Confirmation - SMS
- Booking Confirmation Email
- Alert User - SMS
- Alert Team For Day - SMS
Booking Confirmation - SMS
1. Right click on job booking and select Send Booking Confirmation - SMS. 
2. Select your template and in this example we selected the template called Booking Confirmation. The customer mobile number auto populates but if needed, you can set a Reply To mobile number.
When ready to send the SMS, click Send.
Booking Confirmation - Email
1. Right click on job booking and select Send Booking Confirmation - Email.
2. Select your template and in this example we selected the template called New Template. Tick the box beside the customer name and you have the option to add another recipient in the Additional field.
- Show CC - you can click this to add a Carbon Copy field.
- Send Me a Copy - you can tick the box if you want a copy of email confirmation sent to you.
When ready to send the SMS, click Send.
Alert Users -SMS
1. Right click on job booking and select Alert User SMS
2. Select your template and in this example we selected the template called Inscope. The mobile number of the assigned user auto populates and in this example, we are sending SMS to user Courtney Smith.
When ready to send the SMS, click Send.
Alert Team For Day - SMS
1. Right click on job booking and select Alert Team For Day SMS.
2. Names and contact numbers of team members booked for the same job auto populates and you can create/type your message to be sent to all Team Members.
When ready to send the SMS, click Send.
Sending SMS from the Job screen
You can also send SMS or Email from the Job screen by clicking Send SMS or Email Job.
Sending SMS from the Mobile App (Android)
You can also send SMS from the Mobile App depending on your permission levels.
To edit permissions, go to Administration → Users → View User → Permissions.
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