SMS Setup and Pricing
Send SMS reminders and notifications to customers. Pro and Unlimited plans include a dedicated business phone number and free SMS allowance each month.
SMS Pricing by Plan
Starter (£49)
- ❌ No SMS capability
- ❌ No phone number
- ✅ Email only
Pro (£99)
- ✅ 50 free SMS/month
- ✅ Dedicated phone number
- 💰 £0.05 per extra SMS
Unlimited (£199)
- ✅ 200 free SMS/month
- ✅ Multiple phone numbers
- 💰 £0.04 per extra SMS
Save Money: Competitors charge £50-100/month just for SMS. With Toolfy Pro at £99, you get everything plus 50 free texts. That's like getting the software for £49 when you factor in SMS savings.
Upgrade to Enable SMS
From Starter to Pro
- Go to Settings → Billing
- Click Upgrade Plan
- Select Pro (£99/month)
- Confirm upgrade
- Your phone number will be provisioned within 60 seconds
Your Dedicated Phone Number
When you upgrade to Pro or Unlimited:
- Automatic provisioning: A local UK phone number is assigned immediately
- Your number forever: Keep the same number as long as you're subscribed
- Professional appearance: Customers see a real UK number, not a shortcode
- Two-way messaging: Customers can reply to your SMS
Pro Tip: Add your Toolfy phone number to your business cards and website. It's a real number that customers can text or call.
Setting Up SMS Templates
- Navigate to Settings → Communications
- Click SMS Templates
- Choose a template type:
- • Job reminder
- • Invoice sent
- • Payment received
- • Quote ready
- • Custom message
- Customize the message (160 character limit)
- Use variables like {customer_name}, {job_date}, {amount}
- Save template
Example Templates
Sending SMS Messages
Manual SMS
- Open any customer, job, or invoice
- Click Send SMS
- Choose a template or write custom message
- Preview the message
- Click Send
Automated SMS
Set up automatic SMS for:
- Job reminders (day before at 6 PM)
- Invoice sent confirmations
- Payment received confirmations
- Quote follow-ups (3 days after sending)
- Review requests (day after job completion)
Enable automation in Settings → Automations
Monitoring SMS Usage
- Go to Settings → Communications
- View SMS Usage This Month
- See breakdown:
- • Free allowance remaining
- • Paid SMS sent
- • Current charges
Usage Resets Monthly: Your free SMS allowance resets on your billing date. Unused messages don't roll over. Plan your communications accordingly.
SMS Best Practices
- Keep it short: SMS has 160 character limit. Be concise.
- Include your business name: So customers know who's texting
- Time it right: Send between 9 AM - 8 PM
- Add value: Only send useful information (reminders, confirmations)
- Allow opt-out: Include "Reply STOP to unsubscribe" on marketing texts
Troubleshooting SMS
SMS Not Sending
- Check you're on Pro or Unlimited plan
- Verify customer has valid UK mobile number
- Ensure you haven't exceeded monthly limits
- Check Settings → Communications for any errors
Customer Not Receiving
- Confirm phone number is correct (07xxx format)
- Customer may have blocked business messages
- Some networks delay messages up to 5 minutes
- Ask customer to check spam/blocked messages
Phone Number Not Showing
- Allow 60 seconds after upgrade for provisioning
- Refresh the page
- Check Settings → Communications → Phone Numbers
- Contact support if not visible after 5 minutes
Cost Examples
Pro Plan (£99/month)
- 50 free SMS included
- Send 100 SMS total = 50 extra × £0.05 = £2.50
- Total cost: £101.50
Unlimited Plan (£199/month)
- 200 free SMS included
- Send 300 SMS total = 100 extra × £0.04 = £4.00
- Total cost: £203.00
Compare: ServiceTitan charges £500+/month base + £75/month for SMS. Jobber charges £129/month + £50/month for SMS. Toolfy gives you both for less than their SMS add-on alone.
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