Setup
You will need the following permission in order to set up this configuration: Can change site configuration settings.
Click here to learn about permissions and security groups.
Charges apply per SMS sent, see control panel>license manager>billing portal for current rates.
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How to Configure SMS Notifications
1. Navigate to Control Panel > SMS notification.
1. Navigate to Control Panel > SMS notification.
2. Uptick offers 3 different types of alerts to configure - select the enable box next to each notification type you want to activate.
2. Uptick offers 3 different types of alerts to configure - select the enable box next to each notification type you want to activate.
Choose from:
Send SMS the Day Before your appointment's scheduled time.
Send SMS an Hour Before your appointment's scheduled time.
Send SMS whenever a Critical Defect is identified.
Note: Once enabled, this will start sending SMSs to all property contacts which have Notification ticked & a mobile number inputted across your entire system.
2b. If Day Before reminders are enabled, you must set the specific time you want the SMS to be sent the day before.
2b. If Day Before reminders are enabled, you must set the specific time you want the SMS to be sent the day before.
The system defaults uses 24-hour time format:
Example: If you want it to send at 2PM (i.e 14:00 for a 24 hour clock), enter "14"
Example: If you want to send it at 5PM i.e 17:00, enter "17"
Example: If you want to send it at 9AM i.e 9:00, enter "9"
3. For all notification type, you can configure what your SMS message says, we've adding some default text so this step isn't necessary if you're happy with it.
3. For all notification type, you can configure what your SMS message says, we've adding some default text so this step isn't necessary if you're happy with it.
Note: Technical expertise is required! Do not change message from the default unless you are confident what you've changed is correct format.
When changing your message text, keep these rules in mind:
Character Limits
Maximum 160 characters per SMS.
You want to send multiple text messages:
Press Enter/Return to start a new line, each new line = one additional SMS sent to the same property contact.
i.e "To change or cancel, please contact us on {contact_number}." will be a seperate text message given it's a new line. "{contact_role}" is NOT a new message.
Pull data in from the appointment, remark, property or task, such as:
Property name.
Appointment date/time.
Remark details.
Refer to the help text under the message input field to find the available data you can pull into the SMS message.
4. Click Save at the bottom of the page.
4. Click Save at the bottom of the page.
5. Ensure the property contacts you want to receive these alerts have requires notification selected and a mobile set.
5. Ensure the property contacts you want to receive these alerts have requires notification selected and a mobile set.
Available SMS Notifications Explained
Send SMS the Day Before your appointment's scheduled time:
Sent one day prior to the scheduled appointment for configured property contacts across your whole system i.e there is no opt out functionality for certain clients/properties.
If your message is misconfigured, text messages will send out misconfigured.
Once enabled, SMS alerts will start sending at the daily time set in Step 2b. Alerts follow your system’s default time zone—for example, if your system is set to New Zealand time, messages will send according to that time.
Send SMS an Hour Before your appointment's scheduled time:
Sent one hour prior to the scheduled appointment time for configured property contacts across your whole system i.e there is no opt out functionality for certain clients/properties.
If your message is misconfigured, text messages will send out misconfigured.
Once enabled, SMS alerts will send immediately for any appointments reaching the 1-hour-before mark. Alerts follow the property’s time zone—for example, if you’re in New Zealand but the appointment is in Melbourne, Australia, messages will send according to Melbourne time.
Send SMS whenever a Critical Defect is identified:
If your message is misconfigured, text messages will send out misconfigured.
SMSs will start sending immediately once enabled and any critical defects are raised from that point onwards.
Sent immediately when a critical remark is created in the field or office.
Requirements for SMS Delivery
For property contacts to receive SMS notifications:
✅ Property contact must have a valid mobile phone number.
✅ Property contact must have requires notification enabled in their contact profile.
✅ The relevant SMS notification type must be enabled in your settings.
Tips and Best Practices
Keep messages concise to avoid sending multiple SMS per notification.
Use naming patterns to personalise messages and provide relevant details.
Review character count as you type to stay within the 160-character limit.
Consider time zones when scheduling day-before notifications for properties in different regions.