Automated Text Reminders for Quotes in Tradify

Updated June 01, 2026 21:27

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Topic

Learn more about how to send Quote Reminders via Text Message in Tradify. For more information on Tradify's Text Messaging feature, check out our article on Text Messages in Tradify.

Video Guide

Enable Text Reminders on a Quote

Open the quote you want to enable reminders for.
Scroll down until you see Quote Reminders.
Enable text reminders by sliding the toggle on, and selecting your Customer and/or Site number you want the text reminders sent to.
Click Save to save your changes.

Note: Automated quote text reminders will then be sent for quotes that are pending a response (Accepted or Declined) and marked as sent.

Timing & Message Content

Quote Reminder texts contain the following message:

"Hi, friendly reminder to review your quote [document_url] from [companyname]. Do Not Reply."

Up to 3 text reminders will be sent:

7 days after send date.
14 days after send date.
3 days before expiry date.

The timing and messages for text reminders are currently fixed and cannot be customised.

Turning Off Quote Text Reminders

If you want Tradify to stop sending automated quote reminders fully, you can do this from Quote Settings:

Navigate to the Settings page.
Select Quotes.
Under the Text Message Reminders section, toggle off Send text reminders.

Troubleshooting

"The Mobile Number field is invalid" Error

If you see this error when saving or accepting a quote with text reminders enabled, it means Tradify cannot validate the customer's mobile number for sending text messages. To resolve this:

Go to the Customer record and check the Mobile Number field.
Ensure the number is entered in full international format (e.g., +64 21 123 4567 for NZ, +44 7911 123456 for UK, +61 4XX XXX XXX for AU).
If the Mobile Number field is empty and only the Phone Number field has a value, add the customer's mobile number to the Mobile Number field.
Save the customer record, then retry saving or accepting the quote.

As a workaround, you can also disable text reminders on the quote to proceed without SMS validation.

Additional Information

For more info on Quotes reminders, see here: Turn on Quote Reminder Emails