Customer email & SMSSetup required
The right message. Reviewed before it leaves.
Review customer messages and keep provider submission records with the job.
Integration built · Configuration and hosted acceptance requiredCustomer email & SMS
Oak Street addition
JFResidential project · Sample company
OverviewWorkFinancials
PROJECT VALUE$48,000
NEXT MILESTONERough-in
Project progress62%
✓
Review customer, subject, and message together
02
Confirm a configured email or SMS submission
03
Track attempts and signed provider outcomes
Illustrative records · Product in development
THE WORKFLOW
Keep the important details connected.
Review the customer and exact message before a configured email or SMS submission. The integrations include durable attempt records, signed provider outcomes, and an opt-in-aware SMS pilot for an explicitly mapped company and sender.
Confirm a configured email or SMS submission
Configuration requiredTrack attempts and signed provider outcomes
Configuration requiredCURRENT AVAILABILITY
Built for integration. Not yet activated.
Drafts work in the preview. Email and a single-company SMS pilot are implemented and mock-tested, with sending disabled until provider setup and hosted acceptance. SMS opt-outs remain blocked pending a verified re-consent process. Inbound conversations, automatic notifications, and invitations are not implemented.
Read the full product statusSetup required
Customer email & SMS
- Release stage
- Setup and acceptance required
- Hosted customer rollout
- Pending
- Paid access
- Not yet published
- Next step
- Discuss provider setup
BETTER TOGETHER
Explore all features Keep the rest of the job moving.
MAKE WORK FLOW
Put your next workflow to the test.
Explore a sample company and follow the details that matter to your business.