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Configuring notification preferences

What each toggle on the Notifications settings page does, including which templates aren't actually live yet.

4 min read

Watch: How to turn on owner and new-lead alerts in SalesThumb (0:57)

The Notifications page (Settings → Notifications) is where you control every customer-facing message SalesThumb can send — SMS and email templates, provider connection status, and the standing automations that generate messages on their own (service reminders, maintenance-due reminders, missed-call text-backs, and the sales playbook's own email alerts).

Message templates

Each row in the Message Templates card shows the template's name, a channel badge (SMS or EMAIL), and a switch to turn it on or off. Click the pencil icon to open the edit dialog. Email templates get an extra Subject line field that SMS templates don't have, and SMS templates show a running character count (e.g. "142/160 chars") right next to the "Message body" label, just above the text box — that counter is just a guide, though; nothing in the editor stops you from typing a longer message and saving it.

Templates are grouped by what they do. "Live — sends automatically" covers the built-in messages (booking confirmations, the 24-hour and 1-hour reminders, ready-for-pickup, quote-sent, payment-received and the review follow-up) plus any starter texts that send or reword one of them. "Send manually" templates never send on their own — switched on, they show up as Quick replies in Messages. "Not used" marks an older starter text that another feature already covers (the row says which); it's kept so you don't lose your copy.

Browsing the template library

The "Browse template library" button opens a picker with 15 pre-written SMS templates grouped into categories, plus a "Recommended" tab and a "Seed all" button that clones the entire set in one click. Each card says what it does. Some send on their own (vehicle arrived, work started, no-show). Some give you your own wording for a text SalesThumb already sends — the 24-hour and 1-hour reminders, ready for pickup, quote sent and the review request: switched on, your wording is used instead of the built-in one (never a second text); switched off, that text stops (except quote sent, which then uses the built-in wording). The rest are "Send manually" texts for Quick replies in Messages.

Provider connections

The two provider status cards — Text messages and Email, just below your own new-lead and owner alert settings — are read-only; there's no "Connect" button on this page. They reflect whether the server has Twilio credentials plus a sending number, and SMTP_HOST/SMTP_USER/SMTP_PASS, configured. If a status dot shows amber instead of green, that's a hosting/environment configuration gap, not something you can fix from here.

Standing automations

Below the provider cards are on/off switches for the shop's automated messaging: periodic "time to come back in" service reminders, recoat/inspection-due maintenance reminders, automated overdue-invoice reminders (off by default; when on, an unpaid invoice past its due date gets its pay-link text/email again on day 1, 3, and 7 overdue), and missed-call auto text-back. Further down, the "Sales playbook emails" card is a convenience shortcut, not a separate setting in its own right — it mirrors the same daily reply digest and failure-alert toggles that live on the Playbook page, and switching them off here only silences the email channel; the underlying digest and failure alert keep working inside the app either way. The failure alert (triggers when 5 or more plays fail within any rolling hour) is meant to stay on unless you're certain you want it off.

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General product and business information, not legal, tax or financial advice.