RADIEFILES

Settings

Texts and reminders

Text customers a reminder before their booking, and keep track of your monthly text allowance.

TradieFiles can text your customers a reminder the day before their job. It helps cut no-shows and "I forgot you were coming".

Turn on text reminders

You need to be an admin or the owner.

  1. Click the cog at the top right, then Companies.
  2. Click Edit company on your business.
  3. Turn on Client SMS reminders.
  4. Click Save.

What the customer gets

About 24 hours before a job, the customer gets a text like:

"Hi Sarah, reminder from Brightside Electrical: we're booked in for Wed 4 Nov, 9:00 am. See you then!"

A reminder only goes when:

  • the job is Scheduled or In progress
  • the job has a date and time
  • the customer has a phone number

Each job gets one reminder.

Your text allowance

Each plan includes a number of texts a month:

  • Solo: 50 texts
  • Team: 200 texts, plus 40 for each extra person
  • Free trial: 20 texts

On a paid plan, texts keep going after the allowance. Each extra text is 10c on your next bill.

During the free trial, texts stop when you reach 20, until next month. To keep them going, add a card and choose a plan. See Plan and billing.

You'll see how many you've used under Client SMS reminders, and on Plan and billing.

The Text buttons

The Text buttons on jobs, customers, quotes and invoices are different. They open the messages app on your own phone, with the number and message filled in. You send it yourself, from your own number. They don't use your allowance.