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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.

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  1. Open an invoice detail page.
  2. Click Send SMS in the action bar at the top.
  3. The customer receives 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.

  1. Open an estimate detail page.
  2. Click Send SMS next to the Share button.
  3. The customer receives 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.
  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.

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.

When SMS Buttons Are Not Available

SMS buttons only appear when:

  • The organization has SMS notifications enabled (master toggle is on).
  • The specific notification type is enabled in settings.
  • The customer has a phone number on their profile.
  • The organization has available SMS credits.

If a button is missing, check your SMS settings and the customer’s phone number.

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Enabling SMSSMS Credits & Billing