SMS Setup and Pricing

Communications4 min readUpdated January 2025

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

  1. Go to Settings → Billing
  2. Click Upgrade Plan
  3. Select Pro (£99/month)
  4. Confirm upgrade
  5. 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

  1. Navigate to Settings → Communications
  2. Click SMS Templates
  3. Choose a template type:
    • • Job reminder
    • • Invoice sent
    • • Payment received
    • • Quote ready
    • • Custom message
  4. Customize the message (160 character limit)
  5. Use variables like {customer_name}, {job_date}, {amount}
  6. Save template

Example Templates

Hi {customer_name}, reminder: {service} tomorrow at {time}. Reply N to cancel. - {business_name}
Invoice #{invoice_number} for £{amount} sent to your email. Pay online: {payment_link} - {business_name}

Sending SMS Messages

Manual SMS

  1. Open any customer, job, or invoice
  2. Click Send SMS
  3. Choose a template or write custom message
  4. Preview the message
  5. 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

  1. Go to Settings → Communications
  2. View SMS Usage This Month
  3. 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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