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SMS NotificationsEnabling SMS

Enabling SMS Notifications

Follow these steps to set up SMS text notifications for your organization.

ProThis feature requires a Pro subscription ($19/month). Compare plans

Step 1: Request SMS Access

SMS is currently available as a beta feature. Contact support to have the SMS add-on enabled for your account. Once activated, you will see the SMS Notifications option in your settings.

Step 2: Open SMS Settings

Go to Settings → SMS Notifications. You will see an upsell card describing the add-on and its pricing.

Step 3: Enable the Add-On

Click Enable SMS Add-On — $15/month. This adds the SMS add-on to your Pro subscription. You will receive 300 message segments per billing cycle.

Step 4: Configure Notification Types

After enabling, the page switches to the active settings view:

  1. Turn on the master toggle — this enables SMS notifications across your organization.
  2. Enable individual notification types — choose which types of texts your team can send:
Notification TypeDescription
InvoicesSend invoice payment links via text
EstimatesSend estimate review links via text
Review RequestsSend review request links via text
Portal InvitesSend client portal login links via text
On My WaySend arrival notification texts

All toggles default to off. Enable only the use cases you want.

Notes

  • Only the account owner can enable or disable the SMS add-on and configure notification types.
  • Customers must have a phone number on their profile to receive texts.
  • You are responsible for obtaining proper consent from customers before sending text messages. See Customer Opt-Out & Compliance.
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