For reviewers and business owners: Use the disclosure at the bottom of this page 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.
SMS Opt-In Process
Tradesman Systems supports one-to-one messaging between businesses ("Subscribers") and their customers.
This SMS Consent & CTA Guidance is provided to all Subscribers during onboarding and remains available throughout their use of the Tradesman Systems platform.
Customer SMS consent may be obtained through one of the following methods:
- The customer contacts a business through a publicly advertised phone number, website contact form, SMS inquiry, referral, online business listing, or direct service request.
- The customer is presented with an SMS disclosure at the point of contact or within the business's intake process. Example disclosures and recommended language are provided throughout this SMS-CTA guidance page and are included in onboarding materials provided to Subscribers.
- The business responds through the Tradesman Systems platform regarding the customer's inquiry, scheduling request, estimate, appointment, job update, account notification, or customer support request.
- Customers may reply STOP at any time to opt out of SMS messages and HELP for assistance.
- Consent to receive SMS messages is not required as a condition of purchasing goods or services.
For manually entered contacts, Subscribers must obtain and document customer consent before sending SMS messages through the Tradesman Systems platform.
Tradesman Systems supports one-to-one customer communication only and does not support unsolicited marketing, promotional campaigns, or bulk messaging.
Definitions
For purposes of this SMS Consent & CTA Guidance:
Tradesman Systems – Tradesman Systems LLC, the software platform that facilitates communication between Subscribers and their Customers.
Subscriber – A business, contractor, organization, or user account utilizing the Tradesman Systems platform.
Customer – An end user, contact, lead, SMS recipient, or person communicating with a Subscriber through the Tradesman Systems platform.
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).
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.
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.