Automations
Opt-in auto-texts. Everything else stays approve-before-send.
These are the only texts that can go out on their own — and only the ones you switch on here. While in preview mode, triggers log the message instead of sending a real SMS.
Text realtor when a referral is Booked
When you advance a client to “Booked,” automatically log a booking-update text to their realtor.
Text the 5★ review when a job is Moved in
When you advance a client to “Moved in,” automatically log the review text to their realtor.