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SMS reminders and customer messages

Cut no-shows with automatic SMS reminders the day before a job. Send on-my-way texts, and buy prepaid SMS credits. You get no surprise bills.

1

Turn on automatic reminders

Go to Settings, then SMS. Tick Text customers a reminder the day before their job. ServicePilot sends each reminder by SMS (Short Message Service). Every customer with a mobile number gets one polite reminder the evening before, and no-shows drop immediately.

Settings shows your SMS balance, top-up packs, and automatic reminders in one place.
Settings shows your SMS balance, top-up packs, and automatic reminders in one place.
2

Your free monthly allowance

Every account includes 20 free SMS messages each month. The dashboard shows how many you have used. It also shows how many purchased credits remain.

3

Buy more when you need them

Pick a pack of 100, 300, or 1,000 SMS messages. Pay by card, and the credits reach your balance immediately. When the credits run out, ServicePilot stops sending. You can never get a surprise bill for messages.

4

Automatic follow-ups by email (free)

Two more switches in Settings reduce your admin work. Quote follow-ups send a polite reminder at 3 and 7 days, and stop when the customer decides. Overdue invoice reminders send at 3 and 10 days, with the pay link. These are emails, so they cost nothing and use no SMS credits.

5

Send on-my-way texts from the field

Open any job on the phone. Tap On my way. The customer gets a ready-made text with your estimated time of arrival (ETA) and your business name. It is a small touch that looks professional.

Common questions

Who can buy SMS credits?

Administrators only, and only in the web app. A technician can send job-related texts, but cannot spend money.

Do unused credits expire?

Purchased credits never expire. The free monthly allowance resets each month.

Can customers opt out?

Yes. ServicePilot honours opt-outs automatically. That customer then stops getting reminders.

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