Text messages (SMS)
Text proposal and invoice links to clients with prepaid text packs.
Text clients their proposal or invoice link (Send Text), and turn on automatic job updates — on the way, reminders and job-complete.
Automatic client texts
In Settings → Automated Client SMS Alerts, switch on any of three messages and edit the wording:
- On the way — texts the client when a crew member clocks in at the jobsite.
- Appointment reminder — the day before a scheduled job.
- Job complete — the moment a job is marked complete.
Each one goes to the client's main (Direct line) number — not the extra contacts — and only when that number has agreed to receive texts. Clients without consent are skipped automatically.
Credits
Texts use prepaid credits — pay as you go, no subscription:
- Starter 200 texts · $9
- Growth 500 texts · $19
- Scale 2,000 texts · $49
Your plan includes a one-time welcome gift of texts. Turn on auto-recharge so you never run out. A text that can't be delivered is refunded automatically.
Consent
You can only text a client once you've recorded their consent — turn on "Client agreed to receive job text updates" on the client's card (under their Direct line). Every message adds your company name and STOP instructions; a reply of STOP opts them out immediately.
"The client's phone number isn't valid" means it isn't a mobile number that can receive texts — check it on the client.