Module 3: Supervisor - SMS Communication

Step 1: Open the Job Module

From the job, click the module tab you want to work in, for example the Assessment module.

Details:

• The job opens with its map, Project Details, Tags and Contact Details on screen
• The side bar on the left lists the sections available for that module

Step 2: Open SMS Messages

Click SMS Messages in the side bar to open the messaging section for the job.

Details:

• The SMS Messages section opens for the selected job
• The job's module screen stays the same, only the side bar selection changes

Step 3: Select a Contact

Click the contact you want to message.

Details:

• All contacts on the job are listed down the left of the SMS Messages screen
• The conversation with the selected contact opens on the right, showing "No messages" if you have not texted them before
• To text a mobile number that is not listed, you can select to send to that number, but listing the mobile as a contact on the job is recommended

Step 4: Click Send Message

Click the message icon at the bottom of the conversation to type a message or use the templates.

Details:

• The icon sits at the bottom of the screen, to the left of the message field
• There is no text label on the icon

Step 5: Select a Template or Compose Manually

Click a template to use a predefined message, or choose Compose Manually to write your own.

Details:

• A short menu lists the available predefined templates, with Compose Manually at the bottom
• Choosing a template fills the message field with its wording, ready to review before sending

Step 6: Send the Message

Check the message, then click Send to dispatch it to the contact.

Details:

• The message text sits in the field at the bottom of the screen, with the Send button at the right
• Once sent, the message is part of the conversation history for that contact on the job

Step 7: Receive an SMS

Click the notifications icon in the top right corner to view new SMS messages.

Details:

• The notifications icon sits in the top right of the screen, available from any job screen
• All messages received display here

Step 8: Open and Reply to a Message

Click the message to open it, review the content, then reply from within the job.

Details:

• The conversation opens in the SMS Messages screen, with your sent messages and the contact's replies in one thread
• Replying here keeps the conversation within the job rather than in an outside source
• The full history of SMS activity is always available in the SMS Messages section where you started

Summary

Key SMS Communication Steps:

Starting the Message:

• Open the job module, then click SMS Messages in the side bar
• Select the contact you want to message

Writing and Sending:

• Click the message icon at the bottom of the screen
• Select a template or choose Compose Manually
• Click Send

Receiving and Replying:

• Click the notifications icon in the top right corner to see new SMS messages
• Open the message and reply within the job

Key Points to Remember:

• Contacts on the job are listed in SMS Messages
• List a mobile number as a contact on the job instead of texting an unlisted number
• The full SMS history stays in the SMS Messages section of the job

👇Recap

• You've learned how to open SMS Messages and select a contact on a job
• You've learned how to send a message using a template or Compose Manually
• You've learned how to find received messages and reply within the job

FAQ

Can I text a number that is not a contact on the job? The recording shows you can select to send to a mobile number that is not listed, but it recommends listing the mobile as a contact on the job.

Where do I see messages I have received? Click the notifications icon in the top right corner to view new SMS messages. The full history is in the SMS Messages section of the job.

Can I write my own message instead of using a template? Yes, the template menu includes a Compose Manually option.

What are the available templates? This recording didn't show the template names clearly, so check the menu in your own job.