This guide explains how to enable and configure text messaging (SMS) for your business. Because different rules and settings apply to operational alerts versus financial documents, this guide is broken down into two distinct sections: Service Notifications (Pre/Post) and Invoices by Text.

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General Setup

Before sending any text messages, you must complete these two foundational steps:

  1. Activate the Feature: Text messaging must be enabled on your backend account. There may be an additional charge depending on your subscription. Contact support at support@spraye.io to request activation.
  2. Get Written Consent: Legal regulations strictly require explicit written consent from a customer before you text them.


Getting Consent

  1. Option A: Customers can log into the Customer Portal, click "Manage Text Messages", and click "I accept". 
  2. Option B: Send an email asking customers to reply confirming they want text alerts; their affirmative reply serves as written consent.


Service Notifications by Text (Pre-Service & Post-Service)

Use this configuration to keep customers informed throughout the entire lifecycle of their service visit from arrival reminders to completion notifications.


1. Enable the Notifications Globally

  • Navigate to Global Settings page and locate the Automated Emails & Text Messaging section.
  • Toggle the Text Message setting to On for any notifications you want to send. (Note: You can keep Email toggled on as well if you want them to receive both notifications).

2. Turn on Alerts for the Customer

  • Open the individual customer's account profile.
  • Ensure their mobile number is entered without dashes or spaces.
  • Toggle the Text Alerts switch next to their phone number to On (active/green).
  • Make sure that the Pre-Service Notification drop down has Automated Text message(s). 
  • Make sure that the Send Service Completion Notification (text message) option is enabled. 


Result: The customer will automatically receive a text reminder before their scheduled service, as well as an immediate text confirmation once the technician completes the work on-site.


Sending Invoices by Text

Use this configuration when you want to text a customer their bill immediately following a completed service, allowing them to view and pay their balance right from their smartphone.


1. Enable Invoices Globally

  • Navigate to Global Settings and locate your communication/billing settings.
  • Find the Invoice notification template.
  • Adjust the toggles so that outgoing invoices are authorized to send via Text.

2. Verify Customer Profile Settings

  • Open the customer's profile and look under the Billing Profile tab.
  • Ensure the Text Alerts toggle directly next to their mobile phone number is turned On.
  • Optional Workflow: If a customer only wants invoices and wants to skip general marketing or standard updates, you can turn their primary email Subscribe toggle to Off. They will still receive their text (and email) invoices when bills are explicitly sent out.


Result: When an invoice is finalized, the system routes a digital link directly to the customer's mobile device for fast, convenient payment.