Setup questions
What is two-way text messaging?
It is a shared Fieldified conversation between your business and a client. Messages use the dedicated business number and remain visible to authorized team members.
This keeps work communication out of personal text-message apps and connects conversations with client and work records.
Is a dedicated number required?
Yes. The number provides:
- A consistent sender for client texts
- A destination for replies
- Carrier registration
- Opt-out processing
- Conversation matching
Complete Dedicated Business Number Setup before using the message center.
Why is my preferred area code missing?
Fieldified displays numbers currently available from Twilio inventory. Local inventory can change, and a particular area code may have no available numbers.
You can:
- Check again later
- Choose a nearby area code
- Select a number elsewhere in the business region
Do not select a temporary number that you do not want clients to save.
Can the dedicated number be changed?
Choose carefully. Replacing an established number can affect registration, existing conversations, automated messages, saved client contacts, and published business materials.
Review the replacement or porting process with Fieldified support before changing the number.
Why does registration ask for a tax identifier?
For US A2P 10DLC, Twilio and The Campaign Registry use official business information to validate the sender brand.
The required identifier depends on the business type. Registered organizations generally provide an EIN or equivalent tax identifier. Sole proprietor registration follows a separate identity-verification path.
Accurate registration reduces filtering and allows carriers to associate the campaign with a legitimate sender.
Daily-use questions
Do all texts use the same number?
Texts sent through Fieldified use the account’s dedicated business number, including messages sent from the web app and mobile app.
This gives the client one thread for automated and team-written communication.
Does Fieldified expose an employee’s personal number?
No. Fieldified sends through the dedicated business number. Team members can communicate from their own devices without disclosing their personal phone numbers.
Can every user see all conversations?
Conversation visibility is permission-based.
Administrators can view all conversations. Other users require two-way messaging access and the relevant client or work permissions.
Depending on the role model, access can require permission to view:
- Clients and pricing
- Requests
- Quotes
- Jobs
- Invoices
This prevents a user from reading message history about records they are not allowed to open.
Can I control who sends conversational texts?
Yes. Enable two-way messaging only for the roles that should access the message center.
Users without that permission can still perform allowed workflow actions, such as sending an on-my-way update or delivering a quote, when their other permissions permit it.
Manage roles from Manage Team.
How do I know which user sent a message?
Every team-written outbound message displays the sending user internally. Automated messages display Fieldified as the internal sender.
Messages also include a timestamp. Conversation history preserves the order of incoming, automated, and team-written activity.
Can clients exchange images with us?
Yes. Fieldified supports MMS where the selected Twilio sender and recipient network support it.
A message can contain up to:
- 10 images
- 1,600 characters
- 5 MB combined payload
Video sent by MMS can be compressed. Use secure file sharing for large or sensitive documents.
What happens when a client calls the number?
If the company phone is configured, Fieldified can forward the call to that number and preserve available caller identification.
If no forwarding destination is configured, the caller hears a message that the number is used for text communication.
Set the destination from Company Settings.
What happens after a client replies STOP?
Twilio suppresses additional messages to that number and Fieldified records the opt-out. Use email or another permitted channel.
Do not manually re-enable the number. The recipient must provide new consent and complete the supported resubscribe process.
Can two clients use the same phone number?
They can, but shared numbers make automatic conversation matching ambiguous.
Fieldified allows an authorized user to reassign the conversation to another client containing the same number. Correct duplicate records when possible.
Are automated messages visible in the conversation?
Yes. Appointment reminders, booking confirmations, work updates, quote links, and invoice links sent from the dedicated number can appear alongside the client’s replies.
Are there separate texting charges?
Messaging usage, number rental, carrier registration, and carrier fees are handled according to the Fieldified plan and applicable Twilio destination charges. SMS is processed per segment, while MMS uses media-message pricing.
Review the account’s current subscription and usage information for the applicable billing treatment.