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SMS NotificationsSending Text Messages

Sending Text Messages

Once SMS notifications are enabled, your team can send texts from invoice, estimate, job, and customer detail pages.

ProThis feature requires a Pro subscription ($19/month). Compare plans
  1. Open an invoice detail page.
  2. Click the Share button, then choose the SMS option in the share dialog.
  3. Click Send SMS to send the customer a text with a direct link to view and pay the invoice.

Cooldown: 24 hours between sends for the same invoice. If you try to resend sooner, you will see an error message with the remaining wait time.

Message format:

{Your business name}: Invoice {number} for {amount} is ready. View & pay here: {portal link}

Reply STOP to unsubscribe

  1. Open an estimate detail page.
  2. Click Share, then choose the SMS option.
  3. Click Send SMS to send the customer a text with a link to review the estimate.

Cooldown: 24 hours between sends for the same estimate.

Review Request

  1. Open a job detail page for a completed job.
  2. Click the review request SMS button.
  3. The customer receives a text with a link to leave a review.

Cooldown: One review request SMS per job. Once sent, it cannot be resent — this prevents customers from receiving duplicate review requests across jobs that span multiple invoices.

Requirements: A Google Review URL must be configured in Settings → Review Requests.

Portal Invite

  1. Open a customer detail page.
  2. In the Client Portal card, click Send Portal Invite SMS.
  3. The customer receives a text with a magic link to access their portal.

Cooldown: No cooldown. Portal invites can be sent multiple times.

On My Way Arrival Alert

  1. Open a job detail page.
  2. In the On My Way card, click Text Customer.
  3. The customer receives a text notifying them that your crew is on the way.

Cooldown: 15 minutes between sends for the same job. If you try to resend sooner, you will see an error message with the remaining wait time.

Custom messages: Configure your default arrival message at Settings → On My Way. You can use placeholders like {customerName}, {businessName}, {jobName}, and {serviceAddress} — they are replaced with real values when the text is sent.

When SMS Buttons Are Not Available

SMS buttons only appear when all of these conditions are met:

  • Your organization is on the Pro plan.
  • The SMS add-on is enabled (see Enabling SMS).
  • The master toggle is on at Settings → SMS Notifications.
  • The specific notification type (Invoices, Estimates, etc.) is enabled.
  • The customer has a phone number on their profile.
  • The customer has not opted out of SMS (replied STOP at some point).
  • Your organization has at least 1 segment of available credit.

If a button is missing or grayed out, check each condition in order. See SMS Troubleshooting for detailed debugging steps.

Sending Limits

In addition to the cooldowns above, you have these sending limits per period:

  • 50 messages per user per day
  • 15 messages per user per hour
  • 200 segments per organization per day
  • 3 messages per recipient phone number per 24 hours

Hitting any of these limits returns an error and refunds the credits — no message is sent. See SMS Credits & Billing for details.

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Enabling SMSSMS Credits & Billing