SMS Follow-Up Cadence

Field Onboard can automatically send SMS reminders to customers who haven't signed their agreement yet. This keeps your agreements top-of-mind without manual follow-up.

Configuring Follow-Ups

In Settings → Automations, you'll find delivery settings for SMS follow-ups:

• Enable SMS follow-ups — turn automatic reminders on or off
• Follow-up cadence — set the number of days between each reminder (e.g., send a reminder 2, 5, and 10 days after the initial send)
• Send time — choose what time of day reminders are sent, clamped between 8 AM and 5 PM to respect business hours

How It Works

When an agreement is sent and remains unsigned:

• Field Onboard waits the configured number of days

• At the specified send time, a text message reminder is sent to the customer with a link to sign

• This repeats for each configured follow-up interval

• Once the customer signs, no further reminders are sent

Best Practices

• Space your reminders out — a common pattern is reminders at 2, 5, and 10 days
• Keep the send time during business hours when customers are most likely to respond
• SMS follow-ups require toll-free verification (configured during workspace setup)