Send Texts From Your Device Popup
How to send the texts an automation leaves for you to send from your own phone, and how SMS credits work when they go through Work Planner instead.
Send texts from your device is where you send the texts an automation has left for you to send from your own phone. An automation does this when How to send texts is set to From my device. Its texts wait under Text messages to send in your notifications.
To text customers yourself, use the Message Customers Popup. It can also send texts from your phone in the Work Planner app.
Opening It
- In the Work Planner app: Open your notifications and tap Send from device under Text messages to send. The number on it is how many are waiting.
- On the web: Texts can only be sent from a phone, so you get Send via SMS service instead, which sends them through Work Planner and uses your SMS credits.
- Dismiss all: Clears the waiting texts without sending them.
Sending Them
- SMS or WhatsApp: Choose how to send them. Each text opens in your messages app or WhatsApp with the customer and the wording filled in, ready for you to send.
- Sent or Skip: Back in Work Planner, mark each one Sent or Skip to move on to the next. On Android, use the back or recents gesture to come back after sending.
- Progress: The popup counts how many are sent, skipped and still to go.
- Credits: Texts sent from your own phone don’t use SMS credits.
SMS Credits
Texts sent through Work Planner, including Send via SMS service instead, use SMS credits at 4.5p per message part. Replies don’t use credits.
SMS credits are a balance rather than a monthly quota. Credits you buy stay on the account until they are used, so they carry over when your billing period renews. A send through Work Planner is only allowed when the balance covers every message part it will produce.
If Work Planner support gifts you credits and later removes them, only the credits you have not spent are taken back. Anything you already sent stays accounted for against the gift, so it never comes off credits you buy later.
Related articles
- SMS Settings: the wider SMS setup and credit picture behind this popup.
- Communications: the page where outbound texts and inbound replies now appear together.
- Message Customers Popup: texting customers yourself.
- Creating an Automation: setting an automation to leave its texts for you to send.