Frequently Asked Questions

Frequently asked questions about SMSForms.

Why did you create SMSForms.io?

Plus Icon

We're a local flooring company, and we built this for ourselves first...because we needed it.

Like most service businesses, we were losing leads because customers didn't want to fill out long web forms or leave voicemails. They wanted to text us, but we couldn't monitor texts 24/7. We were also driving to job sites with no idea what we'd find, wasting time and fuel on projects that weren't always a good fit.

So we built something simple: a system that asks six questions via text, collects photos of the space, and emails us everything we need to quote accurately. No complicated AI. No babysitting conversations. Just straightforward questions that work around the clock.

We still do our normal on-site assessments, but now our sales reps have more information upfront that has led to higher closing rates.

More Leads x Higher Conversion Rates = Increased Revenue

How is SMSForms.io different from AI chatbots?

Plus Icon

AI chatbots can go off-script, misunderstand customers, or say something embarrassing. Every question in SMSForms.io is pre-written and follows the same predictable flow every time. We're an SMS form.

Other key differences:

No babysitting texts: Other SMS tools require someone monitoring and responding. We're fully automated...six questions, collect answers and photos, email you the complete quote.

Built for service businesses: Generic chatbots don't understand roofing, HVAC, or plumbing. We do. Every feature solves real problems service businesses face.

Reliability over "intelligence": Service businesses need compliance, consistency, and results...not AI surprises.

Bottom line: We chose predictability because that's what actually works for real-world service businesses.

Why are photos and videos so valuable?

Plus Icon

"A picture is worth a thousand sales data points!"

Photos collected BEFORE you visit let you:

Reduce unnecessary truck rolls: See if it's a simple repair or major replacement. No more driving 2 hours for a project that's not a good fit.
Quote more accurately: Arrive with the right materials and equipment. Fewer return trips = better profit margins.
Show up prepared: Customers are impressed when you're organized from minute one.
Save time and fuel: Every avoided trip saves real money.
Competitive advantage: Most competitors are still driving blind. You'll respond faster with better quotes.

How much does SMSForms.io cost?

Plus Icon

$149.99/month + usage overages

Includes:
100 completed quotes
500 voice minutes (call forwarding)
No contracts; Cancel anytime
30-day money-back guarantee

Overages (only if you exceed limits):
$0.50 per additional completed quote
$0.05 per additional voice minute

Important: You ONLY pay for completed quotes. If a customer starts but doesn't finish all six questions, it's completely free.

No free trial, but we offer:
Free demo consultation
Full onboarding support

Can I use this for yard signs, vehicle wraps, and marketing materials?

Plus Icon

Absolutely! This is incredibly popular.

Yard signs: "Like this roof? Text ROOF to (555) 123-4567"

Every neighbor becomes a potential lead. Texting is immediate and effortless—no phone numbers to remember.

Vehicle wraps: "Need your AC fixed? Text HVAC to (555) 123-4567"

Your trucks are mobile billboards. Make them work harder with 15 trigger word options (ROOF, POOL, HVAC, PLUMBER, ESTIMATE, etc.).

Print ads and direct mail: "Text ESTIMATE to (555) 123-4567"

Texting is easier than calling or visiting a website.

Online profiles: Add your SMS number to Google Business Profile, Facebook, NextDoor, and anywhere you list your phone number.

What types of businesses benefit most from SMSForms.io?

Plus Icon

SMSForms.io works for service businesses where photos help with quoting and projects requiring site visits:

Roofing: Photos show damage, pitch, and access issues
HVAC: Unit models and installation locations
Plumbing: Leaks, fixtures, and existing plumbing
Landscaping: Yard size, terrain, and project scope
Pool Services: Equipment and pool conditions
Electrical: Panels, outlets, and problem areas
Fence Installations: Property boundaries and terrain
Painting: Surface conditions and obstacles
General Contractors: Project scope and details
Pavers: Property boundaries and terrain
Pest Control: Problem areas and property access

...any many others.

If you lose money on unnecessary site visits and customers prefer texting over calling, SMSForms.io is built for you.

How quickly can I start capturing leads?

Plus Icon

Setup takes less than 3 minutes:

Sign up - Create account and add payment (1 minute)
Get your number - Select area code, system provisions instantly (1 minute)
Complete profile - Business name, service description, trigger word, email, phone, timezone (1 minute)

Done! Add your number to:
Your website
Google Business Profile
Social media
Yard signs and vehicle wraps
Business cards

No technical knowledge required. If you can create a social media account, you can set up SMSForms.io.

Use our Live Preview tool during setup to see exactly how your SMS form looks to customers.

Does it work when I'm closed or busy?

Plus Icon

Yes! This is a huge advantage.

Your SMSForms number works 24/7:
Nights and weekends
Holidays
While you're at job sites or when nobody is monitoring the phone lines

Example: A homeowner's AC breaks at 10 PM Saturday. They won't call companies at that hour, but they WILL text. That customer completes your entire form while you sleep. Monday morning, you have a fully qualified lead ready to schedule.

You choose when to respond. The system collects leads 24/7, but you follow up on your schedule...morning, lunch breaks, between jobs, whenever works.

While competitors' phones go to voicemail after 5 PM, your leads get immediate responses.

How do you handle privacy and data security?

Plus Icon

Your data stays private:

We NEVER share customer data with third parties
We NEVER send marketing to your customers
We NEVER sell lead lists
Customer information goes to YOU ONLY

Security:
All data encrypted (in transit and at rest)
Industry-standard security practices
Regular security audits

Compliance:
TCPA-compliant messaging (includes required disclosures)
US and Canada only (geographic restrictions enforced)
Clear opt-out mechanisms (HELP, STOP commands)

What we collect:
Phone numbers (for SMS conversations)
Emails (to send quotes to business owners)
Photos/videos (for job site pre-qualification)
Conversation histories (for review)

Everything is collected for quote generation and delivered directly to you via email.

What if customers get confused during the conversation?

Plus Icon

We've built smart retry logic and helpful error messages.

When answers don't make sense, we don't just repeat the question:
First retry: "I need a bit more detail. Could you describe what you're looking for?"
Second retry: "Let me help! For example, you might say 'roof repair' or 'new AC installation.' What are you thinking?"
Third retry: "I'm having trouble understanding. Would you prefer to call us directly? Our number is (555) 123-4567"

Pattern detection recognizes confused responses like "What do you mean?", "I don't understand", or "?" and provides contextual help.

HELP command: Customers can text "HELP" anytime for direct contact information and support.

Question-specific validation:
Email format checks with examples
Address validation with guidance
Timeline flexibility (any answer accepted)

Bottom line: The system gracefully handles confusion, provides clear help, and always offers a human escalation path.

What's the best method for service businesses to get more leads and customers?

Plus Icon

SMS lead capture is the best method for service businesses to get more leads and customers. Here's why it outperforms every other lead generation method:

Better than phone calls:

No hold time, no voicemail tag
Customers text instantly when they're ready
Works 24/7 when your business is closed

Better than web forms:
Works on any phone. No website navigation required
Customers actually complete it (form abandonment is 67%+)

Better than traditional advertising:
Every completed job becomes a lead generator (yard signs)
Every company vehicle becomes a mobile billboard
Direct response: "Text ROOF to (555) 123-4567"

Better than hiring more staff:
Fully automated. No one monitoring texts
Collects photos so you pre-qualify before driving
Captures leads after hours without overtime pay

The numbers:
Service businesses lose 60%+ of leads to competitors who respond faster
SMS has 98% open rate vs 20% email open rate
Texting is preferred by 89% of consumers
Photos reduce unnecessary site visits by 40%+

Bottom line: If you're a roofing, HVAC, plumbing, landscaping, or any service business trying to get more customers, SMS lead capture is the best way to grow your business.

What if someome calls my SMSForms number instead of texting?

Plus Icon

If anyone calls your SMSForms number instead of sending an SMS, the call will be forwarded to your business number you set in your profile. We've implemented industry best standards for blocking robocalls.

If someone accidently calls your SMSForms number, we don't want you to lose the opportunity to close a lead!

Ready to transform your lead generation?

Customers prefer texting! Join businesses that are capturing better leads with intelligent SMS conversations.