SMS Messaging Terms

1. Program Overview

Workflowr provides IntakeOS, a customer care platform for home and field service businesses (HVAC, plumbing, electrical, roofing, landscaping, appliance repair, and similar trades). When you contact a business that uses IntakeOS, you may receive service-related text messages regarding your request. These messages include appointment scheduling, confirmations, technician arrival updates, service coordination, and request follow-up.

No promotional or marketing messages are sent. All messaging is strictly related to your active service inquiry.

2. How You Opt In (Consent)

You provide express consent to receive service-related text messages through one of the following methods:

2.1 Website Form Opt-In

When you submit a service request form on a business's website and manually enter your phone number, the following disclosure appears directly adjacent to the phone number field:

Submission of the form constitutes express consent. No pre-checked consent boxes are used.

2.2 Keyword Opt-In

You may opt in by texting START or YES to the business phone number. You will receive an automatic confirmation message with required disclosures and opt-out instructions.

2.3 Inbound SMS-Initiated Contact

If you text the business first to request service, the system immediately sends a disclosure message including the brand name, message frequency, message and data rates disclosure, HELP instructions, STOP instructions, and links to the Privacy Policy and Terms.

2.4 Verbal Consent

If you call the business and request text follow-up, the representative informs you that service-related messages will be sent, message frequency varies, message and data rates may apply, and you may reply STOP to opt out or HELP for assistance. Messages are only sent after you verbally agree.

3. Sample Opt-In Form

Below is an example of the opt-in form used on business websites powered by IntakeOS:

4. Message Frequency

Message frequency varies based on your interaction with the business. You may receive:

• Initial response to your inquiry (1 message)
• Follow-up messages if you don't respond (up to 3 messages over several days)
• Appointment confirmations and reminders (2-3 messages per appointment)
• Responses to your questions or requests (as needed based on conversation)

5. Message and Data Rates

Message and data rates may apply. Standard messaging rates from your mobile carrier apply to all SMS messages sent and received. Check with your carrier for details about your messaging plan.

6. Opt-Out Instructions

You can opt out of receiving SMS messages at any time by replying STOP to any message. You will receive a single confirmation message acknowledging your opt-out request. You will not receive any further messages unless you opt back in by texting START.

Additional opt-out keywords: STOPALL, END, CANCEL, QUIT, UNSUBSCRIBE, REVOKE, OPTOUT.

7. Help and Support

For assistance, reply HELP or INFO to any message. You can also contact us at:

8. Carrier Disclaimer

Carriers are not liable for any delayed or undelivered messages. Message delivery is subject to network availability and mobile carrier policies.

9. No Third-Party Sharing of Opt-In Data

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All text messaging originator opt-in data and consent will not be shared with any third parties.

For full details on how we handle your data, see our Privacy Policy and Terms of Service.