Send SMS Popup
How the Send SMS popup handles recipients, SMS credits, variable tags, previews, and blocked sends.
The Send SMS Message popup is the shared text-message tool used around Work Planner. It checks whether SMS sending is available, whether enough credits remain, who the message will go to, and how many message parts the text will use before you send anything.
What Can Block The Popup
- Upgrade required: if the business does not have SMS access, the popup shows the upgrade route instead of the composer.
- Not enough SMS credits: if the business does not have enough remaining credits for the selected recipients, the popup shows the shortfall and a Purchase Credits action instead of letting you send.
Recipient Fields
- To: use this when you want to type one phone number manually.
- Customers (optional): opens the selector popup so you can send to the saved mobile numbers on selected customers.
- Jobs (optional): opens the selector popup so you can send to the saved mobile numbers on the customers attached to selected jobs.
- Recipients: shows who will receive the message and which number will be used.
Important Recipient Rules
You must either type a manual phone number or select customers or jobs. The popup will not let you select both jobs and customers together. If a selected record does not have a mobile number, Work Planner warns you and leaves that record out of the send.
Message Fields
- Message: the text content being sent.
- Available Variables: inserts customer, job, and organisation details automatically into the message.
- Character and parts hint: shows how long the message is and how many SMS parts it will use. This matters because longer messages use more credits.
Preview And Send
The preview step is useful when you are using variables or sending to more than one recipient. When several records are selected, the preview can show several separate personalised messages so you can check the wording before the credits are used.
Related articles
- SMS Settings: the wider SMS setup and credit picture behind this popup.
- Communication Actions: one of the main places this popup is used.
- Print, Email, and SMS Actions: another real workflow that uses the SMS popup.