SMS Messaging Consent Policy

1. Overview

CrewSync Pro is a field service management platform used by contractors and service businesses. Our platform includes SMS messaging capabilities that allow business administrators to communicate with their customers regarding service appointments, job updates, estimates, invoices, and other service-related notifications.

This policy outlines how SMS consent is collected, how messages are sent, and how recipients can opt out at any time.

2. How Consent Is Collected

SMS messages are only sent to customers who have provided their phone number to the business through one of the following methods:

Direct business relationship: The customer provides their phone number directly to the contractor/business during a service inquiry, estimate request, or job booking.
Customer record creation: When a business admin creates a customer profile in CrewSync Pro, they enter the customer's phone number as provided by the customer.
Lead conversion: When a potential customer (lead) provides their contact information and is converted to an active customer account.
Estimate/Invoice acceptance: When a customer provides their phone number while accepting an estimate or making a payment.

Key Point: All SMS messages are initiated manually by the business administrator — not sent automatically or in bulk. Each message is individually composed and sent to a specific customer.

3. In-App Consent Controls

CrewSync Pro includes the following built-in consent and compliance features:

SMS Send Dialog Features

"Respect customer opt-out preferences" checkbox — Enabled by default on every SMS send dialog. The system checks if the customer has previously opted out before allowing a message to be sent.

Automatic opt-out language — Every SMS message automatically includes "Reply STOP to opt out" at the end if not already included in the message body. This ensures every message contains opt-out instructions.

Manual send only — Messages are composed and sent one-at-a-time by the business admin to a specific customer. There is no automated bulk messaging.

Character count & compliance note — The interface shows message character count and a visible note: "Reply STOP to opt out will be added if not already included."

4. Types of Messages Sent

SMS messages sent through CrewSync Pro are limited to service-related communications, including:

Appointment reminders and scheduling confirmations
Job status updates (e.g., "Your crew is on the way")
Estimate and invoice notifications
Project updates and change order notifications
Payment reminders
Follow-up messages related to completed work

No marketing or promotional messages are sent through this system. All messages are transactional and directly related to the business-customer service relationship.

5. Opt-Out Process

Recipients can opt out of SMS messages at any time through the following methods:

Reply STOP: Texting "STOP" to the sending number will immediately opt out the recipient. This is handled automatically by the messaging platform.
Direct request: Customers can request their business to stop sending SMS messages, and the admin can update the customer's communication preferences in the platform.

Once a customer opts out, the system will prevent further SMS messages from being sent to that number. The opt-out preference is stored and respected across all future messaging attempts.

6. Message Frequency

Message frequency varies based on the customer's active service relationship. Typically:

1-3 messages per active job or appointment
Messages are only sent during business hours unless urgent
No recurring automated messages — each message requires manual admin action

7. Data Protection

Customer phone numbers and messaging data are:

Stored securely in encrypted databases
Only accessible to the specific business that created the customer record (multi-tenant isolation)
Never shared with third parties for marketing purposes
Subject to deletion upon customer or business request

8. Contact Information

For questions about this SMS policy or to request opt-out assistance:

Platform: CrewSync Pro
Email: [email protected]
Phone: (952) 292-3581
Website: crewsyncpro.app