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Every text, email and follow-up logged on the client record.

Send estimates, visit reminders and invoices from one thread per client. Replies land on the same timeline so the office never has to check three personal phones.

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Two-way client threads and visit reminders are in every plan. Automated estimate and invoice follow-ups are in Crew; custom automation rules are in Established.

Client conversation thread showing estimate delivery, client text reply and approval event.
One conversation thread per client with texts, emails and document events.Example data

How it works

Keep client communication in one place

  1. 1

    Send estimates and invoices from the record

    Deliver documents by SMS or email with one click; PDF attachments and portal links are generated automatically.

    Estimate ready to send by text or email.
    Sending an estimate from the workspace.Example data
  2. 2

    Read and reply in a single client thread

    When a homeowner texts back a question about stump grinding, the reply appears on their thread for anyone in the office to answer.

    Property record showing client message activity alongside trees and estimates.
    Client message history attached directly to the property record.Example data
  3. 3

    Automate polite follow-ups that stop on action

    Unapproved estimates and unpaid invoices receive scheduled reminders that halt automatically the moment the client signs or pays.

    Client approving an estimate from a reminder text.
    Approval automatically stops pending follow-ups.Example data
  4. 4

    Respect STOP keywords and per-client quiet switches

    Carrier STOP opt-outs and manual per-client follow-up pauses are enforced automatically before any message sends.

    Invoice delivery and follow-up status.
    Delivery receipts and follow-up controls.Example data

What you get

Built for fast replies and carrier compliance

No lost texts on a sales rep’s phone and no awkward double-reminders.

  • Unified SMS and email timeline

    Every outbound document, reminder and inbound reply lives on the customer record.

    Solo

  • Stoppable estimate and invoice follow-ups

    Pause follow-ups for a specific client with one toggle, or let approval and payment stop them automatically.

    Crew

  • Trigger-and-action automations

    Configure rules like sending a review request or follow-up check after a job completes.

    Established

Related workflows

Connected to messaging

Estimates and optionsText estimates and log approvals on the thread.Read more Invoicing and paymentsAutomate polite reminders on unpaid invoices.Read more Customer portalEvery message links cleanly to the client portal.Read more Texting complianceHow opt-in consent, STOP and HELP are handled.Read more

Common questions

Texting and email questions

How this workflow runs day to day in the office and on the truck.

What happens if a customer replies STOP to a text message?

Treelocity immediately records the opt-out on that phone number and blocks any further automated or manual SMS messages unless the customer opts back in.

Can crew members see financial payment messages on the thread?

When price privacy is enabled for field roles, financial message amounts are hidden from crew views while operational notes remain visible.

Do automated estimate follow-ups stop as soon as the client approves?

Yes. The moment a homeowner signs an estimate or pays an invoice in the portal, any remaining scheduled reminders for that document cancel automatically.

Can we pause automated reminders for one specific customer?

Yes. Every client record has a one-click pause toggle so you can silence automated estimate or invoice follow-ups for a commercial account or neighbor anytime.

Get started

Put every client conversation on the record.

Start a 14-day trial and send your first estimate thread today.

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