Messaging & email

Status: Live. Messaging is a platform service: workspaces do not need to connect anything.

SMS

• Texts are sent from a shared platform number through a carrier-grade SMS provider.
• Consent first. Texts to a workspace's customers (estimates, schedules, review requests, payment links) are sent only if the customer has opted in. Opt-in is recorded with the customer's record.
• STOP is honored everywhere. A customer replying STOP is added to a stop list that blocks all further texts; START opts them back in. A workspace can also mark a customer as opted out manually.
• Internal texts to staff are gated only by the stop list.

Not included: MMS, per-workspace sending numbers, marketing campaigns.

Email

• All platform email (estimates, invoices, receipts, reminders) goes through one transactional email service, so a provider outage does not lose messages.
• The sender address is fixed; each workspace's name appears in the display name and replies go to the workspace through the Reply-To address.
• Estimate and invoice emails include open/view tracking so the workspace can see when a customer has looked at a document.

Not included yet: per-workspace sending domains, bounce handling and unsubscribe management.