One list of everything the platform can say to your customers on your behalf. Each entry says when it fires, whether it goes by email, by text, or both, and whether it's on. Turn one off without turning off the rest. Rewrite any of it. Written for a post-frame build — estimate, contract, the build stages, checkpoints, completion — not a generic appointment reminder. Automatic texts go out from your company line, never a rep's own number.
Also called: turn off automatic emails · what does the system send my customers · notification settings · too many emails to customers
Thirteen automatic customer messages, listed, each with its own switches
Try itEstimate ready. Contract to sign. Project started. Stage complete. Milestone photos. Project completed. Every message the platform can send a customer is in one list that says when it fires, with an Email switch and a Text switch of its own. Turn one off without turning off the rest — keep the stage updates and drop the photo ones. Software that messages your clients on your behalf and will not show you the list is a black box bolted to your reputation.
A customer forwards you an automatic email you didn't know your software sent, and asks what it means.
The owner knows exactly what his customers are hearing from him — no surprise emails, no 'did your system just send me this?' calls — and that confidence is what lets him leave the useful ones on. Email and text are separate decisions because a builder might text about the estimate and email the contract.
Change what any of it says, and it still comes out looking like your business
The title, the wording and the button are yours to replace — and what you write still rides your own branded layout, so nothing looks like it came from somebody else's software. View email shows you the real thing with sample values, not a cramped preview, and the original is one click from restored.
The stage update says 'Your project status has been updated' in somebody else's template, and the customer has no idea what happened on his site.
The customer reads the builder's voice — 'Framing's done, Marlin' — not a software company's template, and that's what makes an update feel personal enough to forward to his wife. Whatever you write sits inside your own header, colours and footer.
Send the same update as a text, written as a text
Any message on the list can also go as a text — written as a text, not a shortened email. A text has no subject line and no layout to lean on, so it names who it's from and gets to the point, and the editor shows how it reads with real values before you save. Texting stays off until you say yes, message by message — because a text costs money and lands on a personal phone.
The estimate text arrives as half an email with a broken greeting and no idea who sent it.
A homeowner reads a short text on his lock screen and taps the link — a pasted email paragraph gets ignored as spam. The text has its own field and its own preview, so the builder writes it for where it'll be read.
Automatic texts go out from your company line, never a rep's own number
Every automatic customer text goes out from one company line — labelled System number, set apart at the top of Phone Numbers, chosen as Ridgeline Post Frame Automations under Belongs to. A rep's own line stays his: the texts he sends go from it, and replies come straight back to him. The missed-call text is the one exception, on purpose: it goes from the line the customer just called.
The estimate-ready text goes out from whichever rep's line was handy, and the customer's reply lands with someone who's never seen the job.
Customers hear from the business when it's the business talking, and from their rep when it's the rep — so a reply to an automatic message never lands in the wrong person's pocket. One company line per account also means one place to look when texting needs attention.
Customer email never goes quiet by accident — and a text never goes out by surprise
If the settings can't be read for a moment, customer email falls back to sending rather than going quiet — because silence is not a safe default when somebody is waiting on a contract. Texts work the other way: no text goes out unless you switched that message on, and an unreadable setting means no text, not a surprise one. The chatty ones are written to stay calm: one checkpoint update per genuinely new checkpoint, never on a re-save, and photo updates only when new photos land on a finished checkpoint.
A settings hiccup silently stops the contract email the customer is sitting at his kitchen table waiting for.
A customer waiting on a contract or an estimate is never left off by a missing setting, and nobody gets a text they didn't agree to — the two mistakes that cost a builder trust. Email fails open and text fails closed on purpose, because a missing email loses a job and an unwanted text loses goodwill.
A text with a blank where a value should be is not sent at all
If any value in a text can't be filled in, the text isn't sent at all. "Your estimate for is ready" just looks broken to the customer — and there is no unsending a text. An email with a gap still arrives inside a layout that explains itself; a text has nothing around it.
A customer gets 'Hi , your estimate for is ready' and wonders whether this outfit can build a barn if it can't send a text.
The customer never gets a message that makes the builder look careless — one sloppy text undoes the polish of the whole estimate. Holding a text back is the safer failure, because the email and the link still reach him.
- 1Open Notifications and show To customers. Every automatic customer message is on the list.
- 2Each says exactly when it fires.
- 3Email and text are separate switches — texting stays off until you say yes, message by message.
- 4Rewrite the message, the text version, the title, the wording and the button in your own words.
- 5Automatic texts go out from your company's system number.
The messages this platform sends go out under the builder's name. So "what exactly does this thing say to my customers" has to have a complete answer in one place. Without it, the settings screen and what actually gets sent drift apart — and the builder finds out from a customer, which is the worst possible way to learn it. Texts got their own switch and their own words, because a shortened email on a lock screen reads like spam.
- Automated customer messaging as a black box
- All-or-nothing notification control
- Email wording crammed into texts
- Automatic texts sent from a rep's personal line
Send the same update as a text as well as an email
A text switch on each message. On, and the customer has a number? A text goes too — composed from that message's own text wording, not a squashed email. The email stays the record copy. A text that fails never takes the email down with it.
Rewrite what the system says to your customers
A writing panel for each message. The email title, the body, the button label — and a separate box for the text version, because a text is not a short email. Drop in the customer's own details from a list. What you write still rides your branded layout. And View email shows you the real thing with sample values in it.
