Compliance reference

SMS Opt-In Example

This page illustrates the SMS consent flow used by service businesses that operate on the Exoserva platform. It is provided as a public reference for The Campaign Registry (TCR), mobile carriers, and anyone reviewing the Exoserva A2P 10DLC campaign. It is not a live signup form.

How end users opt in

  1. A homeowner books a service (e.g. HVAC tune-up) on the booking page of an Exoserva-powered contractor, or schedules over the phone or in person.
  2. The contractor's booking page shows two distinct, unchecked-by-default SMS consent checkboxes next to the phone number field: one for transactional service messages (appointments, ETA, invoices) and a separate one for promotional content (offers, seasonal reminders). No SMS is sent unless the end user explicitly checks the relevant box and submits. Promotional consent is independent and optional — the customer may consent to transactional only, marketing only, both, or neither.
  3. For phone or in-person scheduling, the technician reads the relevant disclosure verbatim and records the customer's explicit verbal consent for each category separately. Each consent grant is timestamped, attributed to the staff user who captured it, and stored in the Exoserva audit log as proof of consent.
  4. The end user can revoke consent at any time by replying STOP to unsubscribe from all messages, STOP MARKETING to unsubscribe only from promotional content, or by contacting the contractor directly.

Example consent form

The form below is a static example. Submitting it does not send a message or create an account.

What end users receive after opting in

Each contractor's business number sends two distinct categories of SMS, each gated by its own consent checkbox above:

Transactional service messages (first checkbox)

  • Appointment confirmation with date, time, and service address.
  • Technician on-the-way / ETA notification.
  • Estimate ready for review.
  • Invoice sent with a link to view and pay.
  • Payment receipt.

Promotional messages (second checkbox — optional)

  • Seasonal service offers (e.g., spring HVAC tune-up special).
  • Annual service-due reminders.
  • Loyalty perks for repeat customers.

Consent is never purchased, rented, or shared with third parties. Neither checkbox is a condition of receiving service — a customer can book without ticking either box. Promotional consent is independent of transactional consent.

Stopping messages & getting help

Reply STOP to any message to unsubscribe from all messages from that number. Reply STOP MARKETING to unsubscribe only from promotional messages while continuing to receive transactional service updates. Reply HELP for help. Standard message and data rates may apply.

You can also contact the contractor directly, or change your SMS preferences in your account settings if you have an active customer profile.