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Sending SMS Messages

Pipeline can send SMS text messages to customers for job reminders and other communications.

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Enabling SMS

SMS sending is controlled by a system setting. If SMS is not available, contact your administrator to enable it.

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Sending an SMS

Screenshot: The SMS confirmation modal showing the message text preview and the send button options (“Send SMS Only” or “Send SMS and Email”).
When sending an SMS:
  1. A confirmation modal shows the message text before sending
  2. You can review the message content
  3. Choose your send option:
    • Send SMS Only — Sends just the text message
    • Send SMS and Email — Sends both an SMS and an email simultaneously (when available)

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SMS Use Cases

Common scenarios for SMS:
  • Schedule reminders — Notify customers of upcoming appointments
  • Job updates — Inform customers when work is starting or completed
  • General communication — Send quick messages to customers

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Message Templates

SMS messages use pre-configured templates with variable substitution, so customer names, job references, and dates are automatically inserted. Templates are managed in Settings > Message Templates.