External contacts

External contacts are people outside your organization, such as inspectors or site visitors, who are associated with a job site and need to be reachable via SMS. Unlike employees and users, external contacts don't have MobiClocks accounts. They are used exclusively for SMS communication: when sending or scheduling an SMS, or when creating a contact list, you can target external contacts directly. See SMS messaging for more details.

External contacts table

The External contacts tab displays all contacts associated with the job site in a table with the following fields:

• Name. The full name of the external contact.
• Phone number. The contact's phone number, including the country code. This is the number used for SMS delivery.
• Company. The company or organization the contact is affiliated with. Note that this is different from Companies in your MobiClocks environment. You can filter the list by company using the dropdown filter.
• Job title. The contact's role or position. Note that this is different from employee job titles in your MobiClocks environment. You can filter the list by job title using the dropdown filter.
• Note. Any additional notes recorded for the contact.
• Active. A toggle indicating whether the contact is active. Only active contacts are available when sending SMS messages.

Create an external contact

To add a new external contact to the job site:

1. In the External contacts tab, select Create contact in the upper right corner. The Create external contact dialog opens.
2. Fill in the following fields:
   • First name (required)
   • Last name (required)
   • Phone number (required)
   • Company (optional)
   • Job title (optional)
   • Notes (optional)
3. Select Create to save the contact.

The new contact will appear in the external contacts table and will be available for SMS messaging.

Copy external contacts from another job site

If another job site already has external contacts set up, you can copy them to the current job site instead of adding them manually.

1. On the External contacts tab, select Copy from in the upper right corner. The Copy external contacts dialog opens.
2. Search for or select a job site from the list.
3. Select the job site to view its contacts, then choose the contacts you want to copy.
4. Select Select and save to copy the selected contacts to the current job site.