Setting Up SMS Messaging

Why Use CrewBrix SMS?

SMS messages are opened at a 98% rate — far higher than email. Appointment reminders, payment requests, and job updates sent via text reach customers reliably. Using CrewBrix's built-in SMS keeps all messages logged centrally and protects your personal cell number.

Getting Your Business SMS Number

1. Go to Settings → Integrations → SMS.
2. Tap Get SMS Number.
3. Choose a local number from your area code, or select a toll-free number (800, 888, etc.).
4. Tap Claim Number. Your number is provisioned immediately.

You can also port an existing number — see Porting Your Phone Number to CrewBrix.

Registering Your Number (Required for US)

US regulations require businesses to register their SMS sending number with the carriers before sending automated messages. This process is called 10DLC registration (for local numbers) or Toll-Free Verification.

CrewBrix handles the registration process for you:

1. After claiming your number, tap Register for Business Messaging.
2. Fill in your business details (legal name, address, EIN, website).
3. Describe your SMS use case (appointment reminders, payment requests, customer updates).
4. Submit. Registration typically takes 5–7 business days.

Until registration is approved, you can still send manual one-to-one SMS messages; automated bulk messages are held until registration clears.

Enabling Automated SMS

After registration, go to Settings → Notifications → Customer Notifications and enable the automated SMS you want:

• Appointment confirmation
• 24-hour reminder
• Technician on the way
• Job completed summary
• Invoice sent
• Payment receipt
• Post-job survey

Customer Opt-In

SMS compliance requires that customers have opted in to receive text messages from you. CrewBrix handles this automatically:

• The first SMS sent to a new customer includes the required opt-in language.
• Customers can reply STOP at any time to opt out.
• Opted-out customers are permanently flagged — no further automated or manual SMS can be sent to them.

You can manually record opt-in consent (e.g. from a paper form or verbal consent) by opening a customer profile → ··· → Record SMS Consent.

Two-Way Messaging

Customers can reply to any SMS from your CrewBrix number. Replies appear in the Activity tab on the customer's profile and in Notifications → Messages. You receive a push notification for each reply.