Features/SMS & Communication

Text Like
A Pro

Two-way SMS from your business number. Send quotes, invoices, and lab results with one tap.

SM

Sarah Mitchell

123 Oak Street

Hi Sarah, your lab results are ready!

2:34 PM

View here: clearair.com/reports/oak-st

2:34 PM

Thank you! Looking at it now.

2:41 PM
Type a message...
Two-WayTemplatesDoc LinksAuto-Reminders
Real two-way SMS conversation from the business number showing a sent quote approval, back-and-forth replies with the client, a photo attachment, delivery timestamps, and the sending tracking number — client name and numbers hidden for privacy
Two-Way SMS

Real Conversations, Real Results

Send and receive texts from your business number. Full conversation history, synced across all your devices.

  • Send and receive from your business number
  • Full conversation history per client
  • Reply from mobile app or desktop
  • Messages synced across devices
  • Delivery and read status tracking
  • Twilio-powered reliability
Smart Templates

One Tap, Perfect Message

Pre-written templates with smart placeholders. Client names, document links, and more—all filled in automatically.

  • Auto-insert links to quotes, invoices, reports
  • Company templates synced across team
  • Filter templates by type
SMS templates library showing Send Quote, Quote Reminders, Labs Received, On My Way, Report Ready, and more
Document Links

Clean Links, Not Attachments

Send any document via text with a clean, branded URL. No ugly cloud links. Track every open and download.

Quote Links

Client can view and sign directly

yourco.com/quotes/oak-st

Track when opened

Invoice Payment

Direct to payment page

yourco.com/pay/inv-847

Multiple payment options

Lab Results

Professional report view

yourco.com/reports/oak-st

Includes glossary

Report PDFs

Branded documents

yourco.com/docs/oak-st

COC included

What your clients see

Hi Sarah, your assessment report is ready!

clearair.com/reports/oak-st-123

2:34 PM

Your domain URLsNo file size limitsMobile-optimized viewingTrack opens & downloads
Quote Reminders

Quote sent

Day 0

First reminder

Day 3

Second reminder

Day 7

Expiration warning

Day 13

Auto-stops when approved

Reminders automatically disable when client approves the quote

Automated Sequences

Set It and Forget It

Automated reminders for quotes and invoices. Customize timing, templates, and let the system follow up for you.

  • Customizable timing per company
  • Custom templates for each reminder
  • Auto-disable when paid or approved
  • Per-entity toggle for specific quotes/invoices
  • Rate limiting prevents spam
  • Works for both quotes and invoices

On My Way

Sarah Mitchell

Message preview

Hi Sarah, this is Marcus from ProMold. I'm on my way and will arrive in [ETA] minutes.

Select ETA

Minutes — last used pre-selected

On My Way

One Tap. Zero Typing.

When a tech is heading to a job, they tap the On My Way button. A bottom sheet shows the client's name, a live message preview, and five ETA options. They tap their time. Done. The personalized message sends with no typing required.

ETA options:5 min10 min15 min20 min30 min
  • One tap sends a personalized ETA message — no typing required
  • 5 ETA options (5/10/15/20/30 min), last-used auto-selected
  • Message pulls from your own "On My Way" template with client's name
  • Available from any screen: assessments, leads, quotes, SMS thread
  • 40+ auto-fill placeholders: {report}, {invoiceBalance}, {quoteTotal}, and more
  • {report} auto-finds the most recent document — no manual linking needed
"I send lab results via text and clients have them in seconds. No more email attachments or 'I didn't get it' calls."
DP

David Park

Lead Inspector

Start Texting Smarter

See how two-way SMS can speed up your client communication.

See It In Action

Get a personalized demo tailored to your workflow. See how Mold Inspector can transform your business.

  • 30-minute personalized walkthrough
  • See pricing for your team size
  • No obligations or pressure
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