Client Messaging Settings

Rotor's Messaging settings give you full control over when and how automated messages are sent to your customers. You can customize the content of every SMS and email, configure timing for reminders, and turn individual notifications on or off.

Written By Anton Alley

Last updated 1 day ago

To access these settings, go to Settings → Messaging.

Review Link

At the top of the page, you can set your review link — a URL you want to send customers for leaving reviews. Once saved, you can insert it into any message template using the {{review_link}} variable. If you ever need to update the URL, changing it here will update it everywhere automatically.

Visit Notifications

Visit Reminders

Send customers an automatic reminder before an upcoming scheduled visit. You can configure:

  • When the reminder is sent (e.g., 1 day before, 1 hour before)

  • What is sent — SMS, email, or both

  • Message content — customizable using job variables

You can add multiple reminders at different intervals. Changes apply to future visits once you click Save.

On My Way

This is the default message that populates when you tap the On My Way button in the app. You can customize the message text, but this notification cannot be turned off.

Visit Created / Scheduled

Sends a message to the customer when a visit is scheduled. Use with caution — if you schedule multiple visits at once (e.g., all visits for a quarterly plan), this will send a separate message for each one. It will not send for created pending jobs.

Visit Rescheduled

Sends a message when a visit is moved to a different time. Use with caution — if you accidentally drag a visit to the wrong slot on the schedule and then move it again, the customer may receive two messages.

Visit Started

Sends a message when you tap Start on a visit, letting the customer know work has begun at their location.

Visit Finished

Sends a message when you mark a visit as finished.

Job Cancelled

Sends a message when a job is cancelled.

Agreements

Agreement Signed

Sent to the customer after they sign an agreement. You can send this as an SMS, an email, or both. The email is branded with your company colors and logo and includes the signed agreement as a PDF attachment. You can customize both the message body and the email subject line.

Agreement Signature Request

Customizes the message sent along with the link when you ask a customer to sign an agreement online.

Agreement Signature Reminders

If a customer hasn't signed after receiving a signature request link, Rotor can automatically follow up. When enabled, you can configure:

  • How many reminders to send

  • When each reminder goes out (based on time after the original request)

  • The message for each reminder

Quotes

Quote Message

Customizes the message sent when you send a quote to a customer. The message is accompanied by a link and a PDF of the quote via email.

Quote Follow-Up

If a customer hasn't accepted, rejected, or requested changes to a quote, Rotor can automatically follow up. You can add multiple follow-up messages at different intervals and customize each one independently.

Invoices

Invoice Message

Customizes the message sent along with an invoice. This notification is always on since invoices are sent manually — you're just controlling the message content.

Receipt Message

Customizes the receipt message sent after a payment is collected.

Invoice Payment Reminders

If a customer hasn't paid an invoice, Rotor can automatically send payment reminders. When enabled, you can configure multiple reminders at different intervals with customized messages for each — helpful for keeping collections on track.

Have questions? Reach out to the Rotor team.