Reminders from the client file
Appointment texts leave from the same record as the schedule — not a personal phone thread that only one tech can see.
On the CRM
CRM SMS · customer updates
Keep customers in the loop by text
Send appointment reminders, visit updates, and invoice notices from the same client file — so customers stay informed without a separate messaging app.
Texts that belong on the job
Visit updates when it matters
Let customers know you are on the way or the visit is done without starting a new group chat every time.
In the loop
Invoice notices by text
Point them at the bill they can pay online. The notice and the job stay together.
Pay nudge
History stays with the customer
Office and field see the same client thread. You are not asking “who texted them last?”
One file
What else can I do?
Job and invoice texts from the CRM. Program terms and consent details live on the SMS Messaging page.
Business CRM
Scheduling, quotes, invoices, photos, SMS, and crew — one hub for the whole job.
Scheduling & dispatch
Book the visit you are texting about.
Online payments
The invoice link those texts can point to.
Customer CRM
Client records and pipeline on one board.
Text the next update from the job
Join Free. Customer texts sit with schedule and billing in Business CRM.