OneCrew - SMS Messaging

Last updated: August 7, 2026

Overview

The SMS Messaging feature allows you to send pre-configured text messages directly to your customers from OneCrew. Customers receive convenient mobile notifications with secure links to proposals, invoices, and customer portal updates.

SMS messaging helps improve customer engagement by delivering important information directly to their mobile device without requiring manual text messages from your team.

Insight: SMS messages are sent from a OneCrew-managed phone number using pre-configured templates. This ensures a consistent customer experience while allowing your team to communicate quickly from within existing workflows.

Step-by-Step Guide

Enable SMS Messaging

Before sending text messages, SMS must be enabled in your company settings.

  1. Navigate to Settings.

  2. Select Email and Text (formerly Messages).

  3. Scroll to the SMS section.

  4. Enable SMS Messaging.

When enabling SMS for the first time, OneCrew displays a confirmation reminding you that you must have consent from recipients before sending text messages.

After confirming, click Save.

Your organization is now ready to send SMS notifications.

Send Proposal Text Messages

There are two ways to send proposal text messages.

Option 1: Send from the Project List

  1. Navigate to the Projects list.

  2. Select one or more projects that contain proposals.

  3. Choose Bulk Actions.

  4. Click Send Proposal Text.

Review the message and recipients, then click Send.

Customers receive a text message containing a secure link that opens the proposal directly on their mobile device.

Option 2: Send While Sending a Proposal

You can also send an SMS during the normal proposal delivery process.

  1. Open the project.

  2. Navigate to the proposal.

  3. Click Send Proposal.

  4. Complete the normal email options if desired.

  5. Enable Send Text Message.

  6. Send the proposal.

The customer receives both the email (if selected) and a text message with a link to review the proposal.

Pro Tip: Sending both email and SMS increases the likelihood that customers will see and review their proposal quickly.

Send Customer Portal Notifications

You can notify customers whenever a new message is posted in the Customer Portal.

  1. Open the project's Customer Portal.

  2. Create or reply to a portal message.

  3. Enable Text customer on new portal messages.

  4. Send the message.

Customers receive a text notification informing them that a new portal message is available.

Selecting the link in the SMS opens the Customer Portal where they can read the latest update.

Important

SMS notifications for Customer Portal updates are one-way messages.

If a customer replies directly to the text message, their response is not added to the Customer Portal and is not monitored within OneCrew.

Customers should use the Customer Portal itself to reply to project messages.

Send Invoice Text Messages

You can also notify customers about invoices via SMS.

  1. Open a project with an invoice.

  2. Navigate to the invoice.

  3. Select Send Text.

The customer receives a text message with a secure link to view the invoice on their mobile device.

Customer Experience

Customers receive SMS messages from a OneCrew-managed phone number.

Each message contains:

  • A brief pre-configured notification.

  • A secure link to the relevant proposal, invoice, or Customer Portal.

  • A mobile-friendly experience for reviewing project information.

At this time, SMS conversations are not supported. Messages are intended as notifications rather than two-way communication.

Troubleshooting

I don't see the SMS option

Verify that SMS has been enabled under Settings > Email and Text. If SMS is disabled, text messaging options will not appear throughout the application.

I'm prompted to confirm recipient consent

This is expected the first time SMS is enabled. Your organization is responsible for ensuring customers have consented to receive text messages.

Customers aren't receiving text messages

Confirm that the customer has a valid mobile phone number stored in their contact information and that SMS has been enabled for your organization.

Can customers reply to text messages?

No. SMS notifications are one-way communications. Replies to text messages are not received or processed by OneCrew.

What types of SMS messages are currently supported?

OneCrew currently supports SMS notifications for:

  • Proposal delivery

  • Customer Portal updates

  • Invoice notifications

Additional SMS capabilities, such as scheduling updates and other communications, may be added in future releases.