- Check your texting status and limits.
- Review the templates for invoices, payments, overdue reminders, bid sends, appointment reminders, job status, materials, and completion receipts.
- Toggle one individual template.
- Use the bulk switch for the current channel.
- Enable the CRM auto-reply for consented public leads and choose an approved message style.
- Choose an approved SMS message style, review its sample preview, and save it.
- Switch to Email, edit its subject and body with a merge field, and save.
- Reset a modified template to its default.
- Preview a template with sample customer data.
- Send a simulated test message.
Interactive notification settings lesson using simulated Sullivan Electric templates.
SMS editing offers reviewed Standard and Concise choices instead of a free-form text box. Conduit supplies the customer, job, invoice, bid, receipt, and company details when the message is sent. Text entered into those records cannot add a link to an SMS; document links are generated by Conduit. If your company has an older custom SMS template, its stored text is retained for review, but customers receive the safe Standard message until you choose and save an approved style.
The preview shows the complete message, including your business identity and the Reply STOP instruction. Those protected parts cannot be removed. This restriction applies to CRM lead auto-replies too. It does not change email editing.