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Customer Text Messages

Follow the SMS flow

  1. Observe the bid-send text a customer receives.
  2. Observe the en-route job status text.
  3. Observe the scheduled appointment reminder.
  4. Observe the invoice notification.
  5. Review how STOP opts out platform-wide and START restores consent.
  6. Review how an assigned Twilio number routes messages, with shared-number fallback during provisioning.
Interactive SMS template flow using simulated Sullivan Electric messages.

Turning on a template never overrides consent or an opt-out. For longer conversations, see Team and Customer Chat, and use Notification Templates to customize every channel.

A project contact can also receive job-update emails alongside (or instead of) the texts covered above; turn that on per contact from the Contacts card, covered in Adding Customers.

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