Tradesman Systems · Compliance guidance

SMS Consent CTA Guidance

Sample disclosure language, a printable in-person opt-in PDF, an optional online consent submission form, and platform screenshots for carriers and reviewers.

For reviewers and business owners: Use the disclosure on your website and intake forms. Manually entered mobile numbers in Tradesman require documented consent before texting. Customers who contact your business line first (call or voicemail) follow a different path—see screenshots below.

Printable SMS opt-in consent form (PDF)

One-page form for in-person signatures (service call, counter, paper estimate). Keep the signed copy, then record the same consent in Tradesman under Customers → SMS opt-in.

Online submission (A2P): /sms-cta/submit — requires business and customer information plus an unchecked-by-default opt-in checkbox. Submissions email a PDF to admin@tradesman-us.com (override with SMS_OPT_IN_NOTIFY_EMAIL on Vercel).

Download PDF Download with business name

Direct link: /sms-cta/consent-form.pdf · API: /api/sms-opt-in-consent-form-pdf

Consent to receive SMS messages is not required as a condition of purchasing goods or services.

Platform screenshots (A2P / manual consent)

How Tradesman handles SMS opt-in for manually entered contacts versus customers who already reached the business on your Tradesman line.

Figure 1 — Opt-in method requirement (default view) Example of Opt In method requirement default view, unchecked box.
Example of Opt In method requirement default view, unchecked box
Figure 2 — Manually entered contact (consent required) Platform view of a manually entered contact. The business must select an end-user consent method (checkbox plus consent source, including external website URL when applicable) before SMS can be sent.
Tradesman customer panel showing SMS opt-in consent form with consent source dropdown
Figure 3 — SMS console before consent is complete SMS console before the consent method has been completed by the client/business. Compose and Send text are disabled until opt-in is saved at the top of the customer panel.
Tradesman SMS channel disabled until opt-in consent is recorded
Figure 4 — SMS console after consent or inbound contact Platform view of the SMS console after consent has been recorded by the client/business and/or after the end user initiated contact with the business number (inbound call). Texting is enabled; the first outbound SMS includes an automatic compliance footer.
Tradesman SMS channel enabled with first-text compliance notice

Recommended SMS Consent Disclosure

Place this disclosure near website contact forms, estimate requests, service requests, online listings, and other intake points:

“By submitting a service request or contacting [Business Name], you agree to receive SMS messages related to your inquiry, scheduling, estimates, job updates, and customer support from [Business Name]. Message frequency varies. Message and data rates may apply. Reply STOP to opt out. Reply HELP for help.”

Customers may also opt in by calling or texting your business, or by signing the printable PDF above. SMS must be one-to-one and tied to a service relationship. Tradesman does not support bulk or unsolicited messaging.

Tradesman Systems — public compliance documentation