Fieldified keeps client communication connected to the client and the work being discussed. Your team can automate predictable workflow messages and manage direct conversations without relying on personal inboxes or phone numbers.
Automated texts & emails
Use templates and schedules for repeatable communication tied to requests, appointments, jobs, quotes, invoices, and payments.
- Configure Client Email and Text Templates
- Appointment Reminders for Assessments and Visits
- Confirm Newly Scheduled Work
- Follow Up After Completed Work
- Send an Email from a Client Record
- Use Variables in Client Messages
- Manage Text Permissions Across Your Client List
- Client Message Delivery Checklist
Two-Way Text Messaging
Use a registered Twilio-powered business number for replies and shared team conversations.
- Terms Page Requirements for Business Texting
- Manage Client Text Conversations
- Dedicated Business Number Setup
- Business Texting Questions and Answers
- Register a US Business Texting Number
- Verify a UK Business Texting Number
- Privacy Notice Requirements for Business Texting
Choose the right workflow
- Use an automated message when the trigger and timing are predictable.
- Use a booking confirmation when work is first placed on the schedule.
- Use an appointment reminder before a specific assessment or visit.
- Use the message center when the client needs a direct reply or an ongoing conversation.
- Use email for longer explanations, large attachments, and detailed documents.
Text messages sent through Fieldified use Twilio. Sender registration, consent, opt-out handling, and carrier requirements apply alongside your local privacy and communication laws.