Text Messaging
Integration
Coming soon

Text Messaging Integration

Two-way texting for your whole team

Homeowners answer texts far more than calls or email. Powered by Twilio, this integration lets you text leads and customers right from Ardovia, send automated appointment and draw reminders, request reviews after a job, and broadcast updates — with every conversation saved on the record.

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Leads / Bell Residence — Messages
BR

Bell Residence

(850) 555-0142

Lead
Hi! Is someone still coming out to look at the pool this week?

9:41 AM

Yes — Tyler will be there Thursday between 10–11 AM. I'll text a reminder the day before.

9:43 AM

Perfect, thank you!

9:44 AM

👍 See you Thursday. Reply STOP anytime to opt out.

9:44 AM

Type a message…

How it works

Connect once, then let the conversations — and reminders — take care of themselves.

1

Connect

Link your Twilio account and assign a texting number to each location.

2

Converse

Text leads and customers two-way from their Lead or Job record.

3

Automate

Turn on reminders and review requests that fire off real events.

4

Broadcast

Send a targeted blast and track delivery, replies, and opt-outs.

Conversations

Text from the record you're already on

Reach a lead or customer in the channel they actually answer. Send and receive texts straight from a Lead or Job, and the whole thread stays on the record — visible to your team, not trapped in one person's phone.

  • Two-way texting from any Lead or Job
  • Full history saved on the record
  • Shared across your whole team
  • Replies land back in Ardovia, not a personal phone
Leads / Bell Residence — Messages
BR

Bell Residence

(850) 555-0142

Lead
Hi! Is someone still coming out to look at the pool this week?

9:41 AM

Yes — Tyler will be there Thursday between 10–11 AM. I'll text a reminder the day before.

9:43 AM

Perfect, thank you!

9:44 AM

👍 See you Thursday. Reply STOP anytime to opt out.

9:44 AM

Type a message…
Automations

Reminders that send themselves

Fewer no-shows, faster payments — without anyone remembering to hit send. Turn on appointment reminders, draw-invoice nudges, and status updates that fire off real events in Ardovia, each with an editable template and merge tags.

  • Appointment reminders before scheduled visits
  • Draw-invoice reminders when an invoice is sent
  • Status updates when a phase completes
  • Simple on/off toggles per automation
Settings / Text Messaging — Automations
Text Messaging

Automated texts

Fires on real events

Appointment reminder

24 hours before a scheduled visit

Draw invoice due

When a draw invoice is sent

Job status update

When a phase completes

Review request

One day after a job is marked complete

Reviews

Turn finished jobs into 5-star reviews

A texted review link the day after completion converts far better than an email nobody opens. Send it automatically when a job is marked complete, then watch the new review flow back in through the Google reviews integration.

  • Auto-send a review link after job completion
  • Direct link to your Google review page
  • Higher open and response rates than email
  • New reviews sync into the Reviews module
Explore Reviews
Jobs / Okafor Estate — Complete

Job marked complete

Okafor Estate · Gunite Pool & Spa

Sent
Thanks for choosing us! We'd love a quick review — it really helps.g.page/r/acme-pools/review
New 5-star Google review posted 3 days laterSynced to Reviews
Broadcast

Reach everyone at once, the right way

Weather delay, schedule change, or a seasonal promo — send it to a whole segment in seconds. Target active jobs, a location, or a lead list, then track delivery, replies, and opt-outs, with compliance handled for you.

  • Blast a segment: active jobs, a location, or a lead list
  • Delivery, reply, and opt-out tracking
  • Automatic STOP/HELP handling and quiet hours
  • Merge tags keep each message personal
Announcements / New text broadcast
Text Messaging

Text broadcast

ToActive jobs · 18 recipients

Heads up — crews are off Thursday for the holiday. We'll resume Friday morning. Thanks!

18

Delivered

4

Replies

0

Opted out

What the integration will do

Two-way texting from any record

Text a lead, customer, or vendor straight from their Lead or Job — the whole conversation lives on the record, visible to the whole team.

Automated reminders

Send appointment and draw-invoice reminders automatically off real events, so fewer no-shows and faster payments happen on their own.

Review requests that convert

Fire a review-request text a day after a job is completed, with a direct link — then watch the new review sync back through the Reviews integration.

Broadcast to a segment

Blast a weather delay, schedule change, or promo to a whole segment — active jobs, a location, or a lead list — and see delivery and replies at a glance.

Merge tags & templates

Reuse your saved message templates with smart merge tags — customer name, appointment time, draw amount — so every text is personal without the typing.

Built-in compliance

Automatic STOP/HELP handling, a managed opt-out list, quiet hours, and per-message logging keep your texting compliant and auditable.

Frequently asked questions

What will the text messaging integration do?

It brings two-way SMS into Ardovia, powered by Twilio. Your team can text leads and customers from the record they're already on, send automated appointment and draw reminders, request reviews after a job, and broadcast updates to a whole segment — with every conversation saved on the lead or job.

How do I connect it?

You'll link your Twilio account and assign a texting phone number to each location. Credentials are encrypted server-side, and inbound texts and delivery updates flow back through secure webhooks so conversations and statuses stay current automatically.

Where do the conversations live?

On the record. A text with a lead shows on that Lead; a text with a customer shows on their Job — so anyone on the team sees the full history and nothing lives in one person's phone.

What can be automated?

Event-driven texts like appointment reminders (before a scheduled visit), draw-invoice reminders (when an invoice is sent), status updates (when a phase completes), and a review request a day after a job is marked complete. Each automation is a simple on/off toggle with an editable template.

Is business texting compliant?

Yes. The integration handles STOP/HELP replies automatically, maintains an opt-out list, supports quiet hours, and logs every message. Business texting in the US also requires carrier registration (A2P 10DLC) for your brand and campaigns — we'll walk you through that as part of setup.

When will it be available?

The text messaging integration is on our roadmap. Start your free trial now to get set up on Ardovia, and you'll be able to connect texting as soon as it launches.

Ready to meet customers where they reply?

Get set up on Ardovia today and start texting your leads and customers the moment it launches.

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