SMS Inbox & Blast Campaigns

1 SMS Inbox

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2 Conversation

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SMS Inbox & Conversations

9:41

SMS Inbox

Conversations

Unread

156

Msgs Today

Search conversations...

Jane Morrison

Thanks! What time window should I expect the tech?

Robert Chen

Can I reschedule to next week?

15m

Mark B. (Tech)

On my way to 1420 Elm St. ETA 10 min.

28m

Lisa Park

I’d like to add upholstery cleaning too

David Torres

Do you clean oriental rugs?

Pro Tip: SMS replies from customers create 2-way conversations. Tech messages relay between field techs and the office without exposing personal numbers.

SMS Inbox Live

sms/index.tsx — Summary stats, search, filters,
conversation cards with unread indicators

9:41

Jane Morrison

Hi Jane! Your carpet cleaning is confirmed for tomorrow 12/14 between 8-10 AM. Tech: Mark B. Please have furniture cleared from carpeted areas.

Yesterday 4:00 PM

Thanks! Do I need to move the couch?

Yesterday 4:12 PM

Our techs can move most furniture. Just electronics and items over 70 lbs need to stay put.

Yesterday 4:15 PM

Perfect. Also, any chance of getting a discount if I add upholstery too?

Yesterday 5:30 PM

Great timing! We can add upholstery at 30% off since we’re already on-site. A sofa is $154 and loveseat is $116.

Yesterday 5:45 PM

Thanks! What time window should I expect the tech?

2m ago

Type a message...

Conversation Detail Live

sms/[conversationId].tsx — Chat thread,
upsell inline, call button

Blast Campaigns

9:41

SMS Blasts

Campaigns

2.4K

Sent

18%

Response

Winter Carpet Special

Active

Sent Dec 10 • 450 recipients

450

Sent

412

Delivered

Responses

Booked

HVAC Season Reminder

Draft

Scheduled Dec 20 • 1,200 contacts

Sent

1,200

Target

Preferred Customer Callback

Completed

Sent Nov 28 • 800 recipients

800

Sent

144

Responses

Booked

Blast Campaigns Live

sms/blasts/index.tsx — Campaign list,
stats, status badges, response rates

9:41

Create Blast

Campaign Details

Campaign Name

Message Template

Schedule

Audience

Previous Customers (1,200)

Preferred Only (340)

Custom List

1,200 contacts selected • 42 DNC excluded • 1,158 will receive

TCPA Compliance: All recipients must have express written consent. DNC numbers auto-excluded. STOP replies processed automatically.

Create Blast Live

sms/blasts/create.tsx — Template, audience,
DNC exclusion, TCPA validation

9:41

Winter Carpet Special

450

Messages Sent

412

Delivered

91%

Open Rate

Booked

Template

“Hi {name}! COIT Charlotte is offering 35% off carpet cleaning this month. Our certified techs use truck-mounted extraction. Reply YES to book or call (704) 527-3100. Reply STOP to opt out.”

Responses

YES replies

Questions

STOP (opt-out)

Delivery Note: 38 messages failed delivery (invalid numbers). Auto-cleaned from future campaigns.

Blast Detail Live

sms/blasts/[blastId].tsx — Campaign stats,
template preview, response breakdown

Tech Relay & Settings

9:41

Tech Messages

Mark B. (Route 301-01)
Arrived at 1420 Elm St. Customer not home. Neighbor says back at 10.

9:15 AM

Thanks Mark. Skip to next stop and circle back. Update ETA for Jane Morrison.

9:18 AM

Mark B.
Copy. Moving to stop 2 (Chen, HVC). Will return to Morrison by 10:30.

9:20 AM

Jake R. (Route 401-02)
Customer wants to add 2 rooms of carpet to the duct job. $320 upsell. Approve?

9:45 AM

Approved. Add as Build commission for Jake. Update the WO.

9:47 AM

Lisa T. (Route 101-03)
Finished stop 3 of 5. Running 20 mins ahead. Any add-on calls nearby?

10:02 AM

Reply to all techs...

Tech Field Messages Live

team/tech-messages/send.tsx — Office ↔ tech relay,
route-tagged, upsell approvals

9:41

SMS Settings

Platform Number

(704) 527-3100

All SMS sent/received through this number. Personal numbers never exposed.

TCPA & Compliance

Auto-STOP Processing

Auto-add STOP replies to DNC

Consent Required

Require express written consent

Quiet Hours

No blasts before 8 AM or after 9 PM

DNC List

42 numbers on DNC

Last updated: 6 STOP replies on Dec 10 blast

Pro Tip: DNC list syncs across all campaigns. Once a number is added, it’s excluded from all future blasts.

SMS Settings Planned

sms/settings.tsx — Platform number,
TCPA toggles, DNC management

1 Inbox & Conversations

Inbox & Conversations Live

9:41

SMS Inbox

Conversations

Unread

Search...

Jane Morrison

Thanks! What time window...

Robert Chen

Can I reschedule to next week?

15m

Mark B. (Tech)

On my way to 1420 Elm St.

28m

Lisa Park

I’d like to add upholstery

David Torres

Do you clean oriental rugs?

Jane Morrison

(704) 555-0142 • Carpet Cleaning • Dec 14

Hi Jane! Your carpet cleaning is confirmed for tomorrow between 8-10 AM. Tech: Mark B.

Yesterday 4:00 PM

Thanks! Do I need to move the couch?

Yesterday 4:12 PM

Our techs can move most furniture. Just electronics and items over 70 lbs.

Yesterday 4:15 PM

Perfect. Also, any discount if I add upholstery too?

Yesterday 5:30 PM

Great timing! 30% off since we’re already on-site. Sofa $154, loveseat $116.

Yesterday 5:45 PM

Thanks! What time window should I expect the tech?

2m ago

Type a message...

Blast Campaigns Live

9:41

SMS Blast Campaigns

Campaigns

2.4K

Sent

18%

Response

Winter Carpet Special

Active

450 sent • 82 responses • 23 booked

HVAC Season Reminder

Draft

Scheduled Dec 20 • 1,200 contacts

Preferred Customer Callback

Completed

800 sent • 144 responses • 67 booked

Black Friday Tile & Grout

Completed

600 sent • 108 responses • 41 booked

Winter Carpet Special

Sent Dec 10 • 450 recipients • 35% discount offer

Active

450

Sent

412

Delivered

Responses

Booked

Message Template

“Hi {name}! COIT Charlotte is offering 35% off carpet cleaning this month. Reply YES to book or call (704) 527-3100. Reply STOP to opt out.”

Warning:42 DNC numbers auto-excluded. 6 STOP replies processed. TCPA compliant — all recipients had express written consent.

Create & Detail Live

9:41

Create Blast Campaign

Campaign Details

Campaign Name

Message Template

Schedule

Audience Selection

Previous Customers (1,200)

Preferred Only (340)

Custom List

1,200

Selected

DNC Excluded

1,158

Will Receive

TCPA Compliance:Express written consent required for all recipients. Quiet hours enforced (8 AM–9 PM). STOP processing automatic.

Tech Relay Live

9:41

Tech Field Messages

Active Techs

Mark B.

Route 301-01 • 4 stops

Jake R.

Route 401-02 • 3 stops

Lisa T.

Route 101-03 • 5 stops

Kevin P.

Route 201-04 • 6 stops

Mark B. — Route 301-01

4 stops today • 2 completed • ETA: 10:30 for next

Mark B.
Arrived at 1420 Elm St. Customer not home. Neighbor says back at 10.

9:15 AM

Thanks Mark. Skip to next stop and circle back. Update ETA for Jane Morrison.

9:18 AM

Mark B.
Copy. Moving to stop 2 (Chen, HVC). Will return to Morrison by 10:30.

9:20 AM

Reply to Mark B...

Settings & DNC Planned

9:41

SMS Settings

Platform Number

(704) 527-3100

All SMS routed through this number

TCPA Compliance

Auto-STOP Processing

Consent Required

Quiet Hours (8AM–9PM)

Do Not Contact List

Numbers on DNC

(704) 555-0388

STOP reply • Dec 10 blast

STOP

(704) 555-0291

Manual add • Nov 28

Manual

(704) 555-0177

STOP reply • Dec 10 blast

STOP

Pro Tip:DNC list syncs across all campaigns. STOP replies auto-process within 30 seconds.

SMS Command Center Live

https://app.3bids.io/contractor/sms

SMS Command Center

47 Conversations · 12 Unread

Conversations

Unread

2.4K

Sent Today

18%

Response Rate

Recent Conversations

47 total

Jane Morrison

Thanks! What time window... · 2m

Robert Chen

Can I reschedule to next week? · 15m

Mark B. (Tech)

On my way to 1420 Elm · 28m

Lisa Park

I’d like to add upholstery · 1h

Active Campaigns

8 total

Winter Carpet Special

450 sent · 82 responses · 23 booked

Active

HVAC Season Reminder

Scheduled Dec 20 · 1,200 contacts

Draft

Preferred Customer Callback

800 sent · 144 responses · 67 booked

Done

Campaign Dashboard Live

https://app.3bids.io/contractor/sms/campaigns

Campaign Dashboard

8 Campaigns · 2.4K Sent

Campaign	Status	Sent	Delivered	Responses	Booked
Winter Carpet Special	Active	450	412	82	23
HVAC Season Reminder	Draft	—	—	—	—
Preferred Customer Callback	Done	800	784	144	67
Black Friday Tile & Grout	Done	600	588	108	41

Tech Relay Hub Live

https://app.3bids.io/contractor/sms/tech

Tech Relay Hub

4 Active Techs · 14 Stops Today

Active Techs

Mark B.

Route 301-01 • 4 stops

Jake R.

Route 401-02 • 3 stops

Lisa T.

Route 101-03 • 5 stops

Kevin P.

Route 201-04 • 6 stops

Mark B. — Route 301-01

4 stops today • 2 completed • ETA: 10:30 for next

Mark B.
Arrived at 1420 Elm St. Customer not home.

9:15 AM

Skip to next stop and circle back.

9:18 AM

Mark B.
Copy. Moving to stop 2. Return by 10:30.

9:20 AM

Reply to Mark B...

TCPA & Settings Planned

https://app.3bids.io/contractor/sms/settings

TCPA & Settings

42 DNC Numbers · Fully Compliant

Compliance Settings

Auto-STOP Processing

STOP replies auto-add to DNC

Consent Verification

Express written consent required

Quiet Hours

8:00 AM – 9:00 PM only

Do Not Contact List

Numbers on DNC

(704) 555-0388

STOP • Dec 10

STOP

(704) 555-0291

Manual • Nov 28

Manual

(704) 555-0177

STOP • Dec 10

STOP

Data Architecture

Schema tables, queries, mutations, and status flows that power the SMS messaging system.

Source Files

sms/index.tsx

SMS Inbox — conversation list, search, filters, unread indicators

screen

sms/[conversationId].tsx

Conversation thread — 2-way chat, upsell inline, call

screen

sms/blasts/index.tsx

Campaign list — stats, status badges, response rates

screen

sms/blasts/create.tsx

Campaign builder — template, audience, TCPA validation

screen

team/tech-messages/send.tsx

Tech relay messaging — office ↔ field, route-tagged

screen

Convex Queries

listConversations

Filter by read/unread, customer/tech. Returns threaded conversation list.

query

getConversation

Single thread with all messages, contact info, linked job.

query

listBlastCampaigns

All campaigns with delivery stats, response rates, status.

query

getDNCList

All numbers on Do Not Contact with source and date.

query

Convex Mutations

sms.sendMessage

Send individual SMS, auto-thread to existing conversation.

mutation

smsBlasts.create

Create campaign — auto-exclude DNC, validate TCPA consent.

mutation

smsBlasts.send

Execute blast — per-recipient tracking, quiet hours enforcement.

mutation

dnc.addNumber

Add to DNC list — auto from STOP or manual. Syncs across all campaigns.

mutation

Message Flow

inbound_sms → auto_thread → csr_inbox → reply_sent → delivered

blast_created → dnc_scrub → queued → sent

Terminal: stop_received undeliverable

Key Design Decisions

Two-Way Threading

Inbound SMS auto-threads into conversations. CSRs see full history. No personal numbers exposed.

TCPA Auto-Compliance

Blast campaigns auto-exclude DNC. STOP replies processed within 30 seconds. Quiet hours enforced.

Tech Relay

Office ↔ field tech messaging without exposing personal numbers. Route-tagged for dispatch context.

Inline Upsells

Tech upsell requests approved inline via SMS. Commission auto-tagged. Work order updated.

DNC Sync

Single DNC list across all campaigns. STOP replies, manual adds, and invalid numbers all unified.