SMS Opt-In & Consent Workflow

Last updated: July 23, 2026

What this page is
This page documents how recipients consent to receive text messages through the FieldLane platform. Full program terms:SMS Terms ·Privacy Policy.

How customers opt in

FieldLane sends automated, service-related text messages on behalf of trade service businesses (plumbing, HVAC, electrical) to those businesses' own customers. A customer opts in verballywhen they book or receive service and provide their mobile number — over the phone or in person — and give express consent to the business to receive appointment-related texts. Consent is not a condition of purchasing any service. The business records the customer's spoken consent before any message is sent.

Verbal consent disclosure

When booking by phone or on-site, the business reads the following disclosure and obtains the customer's explicit "yes" before enrolling them:

“As part of your service with {Business Name}, we can text you automated updates about your appointment — a booking confirmation, a reminder before we arrive, a job-completion notice, your estimate or invoice, and a payment receipt. You’ll receive about 4–10 messages per appointment. Message and data rates may apply. Reply HELP for help orSTOP at any time to opt out. Our SMS Terms and Privacy Policy are at fieldlane.co/terms. Would you like to receive these text updates? Please say yes or no.”

Example, as spoken:

Rivera Plumbing: “As part of your service with Rivera Plumbing, we can text you automated updates about your appointment — a booking confirmation, a reminder before we arrive, a job-completion notice, your estimate or invoice, and a payment receipt. You’ll receive about 4–10 messages per appointment. Message and data rates may apply. Reply HELP for help or STOP at any time to opt out. Our SMS Terms and Privacy Policy are at fieldlane.co/terms. Would you like to receive these text updates? Please say yes or no.”

Customer: “Yes, please.”

Rivera Plumbing: “Great — you’ll get a text confirming your appointment shortly.”

The disclosure includes

  • A clear description of the service and the message content
  • Message frequency (approximately 4–10 messages per appointment)
  • The standard "message and data rates may apply" disclaimer
  • Instructions for getting help (reply HELP)
  • Instructions for opting out (reply STOP)
  • Links to the SMS Terms of Service and Privacy Policy
  • A clear request for explicit consent ("yes" or "no")
  • Confirmation that an enrollment text will follow

First message after consent

Immediately after enrollment, the customer receives a booking confirmation identifying the business by name, for example:

Hi Sarah, your appointment with Rivera Plumbing is confirmed for Tue, Jul 28 at 2:00 PM. Reply to this number with any questions.

Message types

Messages sent through this program are transactional and service-related:

  • Appointment booking confirmations
  • Appointment reminders (before scheduled service)
  • Job completion notices
  • Estimate delivery and approval links
  • Invoice payment links and payment receipts
  • Service feedback and review requests

You will not receive marketing or promotional messages through this program.

Opting out and getting help

Reply STOP to any message to opt out; you will receive one final confirmation and no further texts. Reply STARTto resume. Reply HELP for assistance, or contactsupport@fieldlane.co. Message and data rates may apply.

Terms & Privacy

Full program terms are published atfieldlane.co/terms (SMS Terms of Service) and fieldlane.co/terms#privacy (Privacy Policy).