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Text clients from your own phone
FieldFlow writes the text and opens your phone's Messages app with the client's number and the words filled in. You press Send, and it goes from your own number. Works for invoices, estimates, On my way texts and appointment reminders.
Applies to: Owners, Admins, on the web and the phone app. Last checked 2026-10-17.
When you text a client from FieldFlow, the text goes from your own phone number. FieldFlow fills in the words and the client’s number, opens your phone’s Messages app, and you press Send there. It reads like any other text from you.
Emails, like invoices you email and automatic reminders, go from FieldFlow.
Where you can text from
- A job or a visit: Text Client, with ready-made words for On my way (with how many minutes away you are) or an appointment reminder. For a past or finished visit, the choice is a plain text instead of a reminder.
- A client’s page: Text, which opens with a greeting.
- Sending an invoice or estimate: Text from my phone, with the link to view and pay, or to view and approve.
Every text starts with a greeting and your business name, like “Hi Pat, it’s Acme Plumbing.” You can change the words before you send it.
On the phone
- On a job or visit, tap Text Client and pick the kind of text.
- Check the message, then tap Open Messages.
- Your Messages app opens with everything filled in. Tap Send.
On a client’s page, Text opens your Messages app straight away, with the greeting filled in.
On the web
From a phone’s browser, it works the same way: choose Open Messages and send it from your Messages app.
From a computer, which can’t send a text, you get the words and the client’s number. Choose Copy Text, then send it from your phone.
Sending an invoice or estimate by text
In the Send dialog, choose Text from my phone, then open Messages and send it.
FieldFlow can’t see your Messages app, so it asks Did you send it? when you come back. Choose Yes, I Sent It and the document is marked as sent. On a computer, choose I Texted It once you’ve sent it from your phone.
An estimate needs the client’s email on file for them to approve it online, because their signing code goes by email. If there’s no email, the text asks them to view it, and FieldFlow offers Add Email.
For crew
In the crew app, Text and On My Way open the crew member’s own Messages app the same way. See The crew app, day to day.
Still stuck? Contact us.