Dedicated Business Number Setup

Why Fieldified uses a dedicated number

A dedicated business number gives clients one recognizable number for:

• Automated appointment and work updates
• Quotes and invoice links
• On-my-way messages
• Two-way client conversations
• AI receptionist text interactions

Clients can save the number and reply to messages without contacting an employee’s personal phone.

Administrators are responsible for choosing and registering the number.

Setup has two stages

1. Choose the number.
2. Register and activate the sender.

Selecting a number reserves it for the account. Registration supplies the business and consent details required by Twilio, carriers, and regional messaging programs.

Choose the business number

You can begin number setup from:

• Two-way messaging settings
• The message center
• A quote or invoice text action
• AI receptionist setup

Fieldified searches Twilio inventory using:

1. The area code of the business phone number
2. The company address
3. The state, province, or region
4. The business country

If a preferred area code is unavailable, select another suitable local number or check again when inventory changes.

Confirm before selecting

Review the number carefully. Replacing an established number can disrupt client recognition, registration, automation, and existing conversations.

Before confirming:

• Verify the country and area code.
• Confirm that the displayed number is suitable for the business.
• Review the phone-number terms.
• Understand whether the number can be changed or ported under the current setup.

Then acknowledge the selection and continue to registration.

Register the sender

United States local numbers

Twilio treats messages sent from an application over a US 10-digit local number as A2P 10DLC traffic. The business brand and messaging campaign must be registered.

An administrator provides:

• Legal business name
• Tax identifier
• Business type
• Business address
• Authorized contact
• Public website
• Messaging use case
• Opt-in process
• Sample messages
• Privacy-policy URL
• Terms URL
• Expected messaging volume

The business identity should match official records and the public website.

Prepare the website and opt-in flow

Before submitting, confirm that:

• The website loads publicly.
• The legal or customer-facing business name is visible.
• The website represents the services described in the campaign.
• The privacy policy discusses mobile data and message handling.
• The terms explain frequency, charges, help, and opt-out.
• Every phone-number form presents the text disclosure before consent.

An informational opt-in can use wording such as:

By providing your phone number and selecting this option, you agree to receive
service-related text messages from [Business Name]. Message frequency varies.
Message and data rates may apply. Reply STOP to unsubscribe or HELP for help.

Use a separate unchecked choice and disclosure for promotional texts.

Submit once per account

All administrators can view registration status, but one authorized administrator should submit the final information.

After submission, the status can move through:

• Draft
• Submitted
• Under review
• More information required
• Approved
• Rejected

Do not repeatedly create new registrations while one is under review.

After approval

When the number is active:

• Automated texts use the dedicated number.
• Clients can reply into the message center.
• Authorized team members can start conversations.
• Opt-out and help keywords are processed.
• Delivery activity is connected to the registered sender.

Ask clients to save the number as your business contact.

Calls to the texting number

The dedicated number is primarily the client texting identity.

When a client calls it:

• Fieldified can forward the call to the company phone configured in Company Settings.
• The forwarded call can include the client caller ID.
• If no forwarding number is configured, the caller hears a message explaining that the number is used for texting.

Set the destination in Company Settings.

Do not advertise the dedicated number as a voice-support line unless call forwarding and staffing are configured.

Keep registration information current

Review the setup when:

• The legal business name changes.
• The business address or tax details change.
• The website or policy URLs move.
• The opt-in flow changes.
• New message categories are introduced.
• Messaging volume changes substantially.

The actual program must remain consistent with the approved registration.

Related articles

• Register a US Business Texting Number
• Terms Page Requirements for Business Texting
• Privacy Notice Requirements for Business Texting
• Manage Client Text Conversations