SMS Job Reminders

Sergio automatically sends SMS text reminders to customers 24 hours before their scheduled job using OpenPhone integration.

What customers receive:

Important: This feature sends one-way reminders only. Customers cannot text back.

• Included in TEAM+ plans: Automated 24-hour job reminders
• Coming Q2 2026 ($10/mo add-on): Two-way SMS conversations, customers can reply

1. Go to Settings → Notifications
2. Scroll to SMS Reminders section
3. Toggle Enable SMS Job Reminders
4. Choose timing:
   • 24 hours before (recommended)
   • 48 hours before
   • 1 hour before
5. Click Save Settings

1. In SMS Reminders section, click Edit Message Template
2. Customize text using variables:

   Hi {{customer_name}}, this is {{company_name}}.

   We're scheduled to clean your windows {{job_date}} at {{job_time}}.

   See you then!

3. Keep under 160 characters to avoid split messages
4. Preview shows how it looks with real data
5. Click Save Template

SMS marketing requires customer consent. Sergio handles this automatically:

• When adding customer, checkbox: "Send SMS reminders?" (default: checked)
• Customer portal includes opt-in/opt-out toggle
• Customers can reply STOP to any message to opt-out (auto-processed)
• Opt-out list maintained for compliance

Sergio uses OpenPhone (formerly Quo) to send SMS messages. This is integrated and automatic—you don't need an OpenPhone account.

• Toll-free sending number - Professional appearance
• No setup required - Works immediately when you enable reminders
• Deliverability - 99%+ delivery rate to US/Canada mobile numbers
• Compliance - CAN-SPAM and TCPA compliant

SMS reminders are included with PROFESSIONAL+ plans:

• Professional Plan ($50/mo founder, $200/mo regular): 500 SMS/month included
• Business Plan ($100/mo founder, $400/mo regular): Unlimited SMS
• Enterprise Plan ($1,000/mo founder, $4,000/mo regular): Unlimited SMS
• Overage (Professional): $0.02 per additional message

View usage: Settings → Billing → SMS Usage

• 24 hours before - Best for residential (gives time to reschedule)
• 2 hours before - Good for same-day confirmations (requires Business plan custom scheduling)
• Avoid sending after 8 PM - Sergio automatically delays until 9 AM next day

• Start with company name - "Hi! This is Acme Windows..."
• Include job details - Date, time, service type
• Keep it friendly - "Looking forward to seeing you!"
• No marketing language - Reminders only, not promotional
• Include opt-out - "Reply STOP to unsubscribe" (auto-added)

Measure impact of SMS reminders:

1. Go to Reports → SMS Analytics
2. See metrics:
   • Messages sent
   • Delivery rate
   • Opt-out rate (should be under 2%)
   • No-show rate before/after enabling SMS
3. Expected result: 60-70% reduction in no-shows

Example customer journey:

1. Day of booking - Receives email confirmation
2. 24 hours before job - Receives SMS reminder (example below)

Since this is one-way SMS, customers cannot text back. However, you may receive:

• Phone calls - "Got your text, need to reschedule" (handle normally)
• Emails - Some customers prefer email reply
• Portal reschedule - Smart customers use customer portal

Coming Q2 2026: Two-way SMS add-on ($10/mo) will allow customers to text back directly.