SMS Consent Policy

For business customers (end customers)

Verbal consent during phone booking.When a customer calls to schedule a service, the business owner or the AI receptionist informs the customer they will receive SMS confirmation of their appointment. The customer’s agreement to proceed constitutes verbal consent.

Quote approval.Customers approving a quote on ServiceLedger’s public quote page must check a required consent checkbox before the “Approve Quote” button is enabled. The checkbox carries the following language:

“I agree to receive SMS updates about my service from [Business Name] via ServiceLedger. Msg & Data rates may apply. Message frequency varies. Reply STOP to opt out, HELP for help.”

Customer self-scheduling.When customers reschedule or confirm appointments through ServiceLedger’s customer-facing pages, they see the same disclosure directly above the action button before confirming.

For business owners and employees

Business owners and employees consent to receive operational SMS notifications when they create a ServiceLedger account. The signup and onboarding pages display a visible SMS consent disclosure immediately above the submit button. Owners and employees also accept the Terms of Service and Privacy Policy.

The messages ServiceLedger sends include:

• Appointment confirmations and reminders
• Invoice and payment notifications
• Payment reminders (pre-due and overdue)
• Job completion notices with before/after photo links
• Crew schedule notifications
• Job assignment alerts
• Daily owner operational briefings

All messages are transactional and tied to a specific service relationship. ServiceLedger does not send marketing or promotional SMS.

Recipients can opt in to SMS through any of the following:

• Quote approval — checking the required SMS consent checkbox on a public quote-approval page.
• Phone booking — agreeing verbally during a call with the business owner or the AI receptionist.
• Self-scheduling— confirming an appointment on ServiceLedger’s customer-facing rescheduling page.
• Account creation — for business owners and employees, by creating a ServiceLedger account and acknowledging the SMS consent notice on the signup or onboarding page.

Recipients can opt out at any time by replying STOP to any message. Opt-outs are processed immediately by Twilio and honored across all future messages from the same business. Recipients can opt back in by replying START or by contacting the business directly.

Message frequency varies based on business activity. A typical customer receives 2–5 messages per service appointment (booking confirmation, day-of reminder, crew on the way, completion notice, and payment receipt). Owners and employees may receive additional operational messages on days they have scheduled jobs.

Message and data rates may apply.ServiceLedger does not charge recipients for SMS messages, but the recipient’s mobile carrier may apply standard messaging or data charges based on the recipient’s plan. Contact your mobile carrier for details.

For help, reply HELP to any message or contact [email protected].

Questions about this policy or how SMS is used can be sent to the contact below. For details on how personal information is handled, see our Privacy Policy and Terms of Service.

ServiceLedger
[email protected]
getserviceledger.com