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
JS

John Smith

(555) 123-4567

Active

Hi John, this is Mike from ClearAir. I can be there at 2pm tomorrow.

10:15 AM

That works perfectly. See you then!

10:22 AM

Great! I'll send a reminder in the morning.

10:23 AM
Synced across all devices
Mobile
Desktop
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.

{clientName}

Sarah Mitchell

{techName}

Mike

{companyName}

ClearAir Inspections

{report}

clearair.com/docs/oak-st/report

  • Auto-insert links to quotes, invoices, reports
  • Company templates synced across team
  • Filter templates by type
Template

Hi {clientName}, this is {techName} from {companyName}. Your lab results are ready: {report}

Ready to Send

Hi Sarah Mitchell, this is Mike from ClearAir Inspections. Your lab results are ready: clearair.com/docs/oak-st/report

Quick Templates

Lab ResultsQuote SentInvoiceETA UpdateConfirmation
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
"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, SafeHome Inspections

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 AssessmentPro can transform your business.

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