SMS Consent Collection — How End Users Opt In

Each roofing business using DboS CRM has a public-facing "Get a Quote" contact form on their website (either hosted at dbos-crm.com/get-quote/[business-slug] or embedded via iframe on the business's own website). When a customer submits this form with a phone number, they are presented with an explicit SMS consent checkbox.

During in-person consultations, home inspections, or phone calls, the customer provides their phone number to the roofing business representative and verbally agrees to receive text messages about their project. The representative then enters the customer's information into DboS CRM and records the consent.

How verbal consent is recorded in the CRM: When creating or editing a contact, the representative selects the SMS consent option and records the consent source as "Verbal (phone/in-person)." The system timestamps the consent and stores it with the contact record. The CRM enforces that no SMS can be sent to a contact without recorded consent.

End users can opt in by texting START to the business's phone number. This is used for re-subscribing after an opt-out, or as an initial opt-in method. The system automatically records consent and sends a confirmation message.

End users may opt out at any time by texting STOP (or UNSUBSCRIBE, CANCEL, END, QUIT) to any message. The system immediately blocks all future SMS to that number and sends a confirmation.

Customers may provide their phone number and consent to text messages via email correspondence with the roofing business (e.g., when requesting an estimate or scheduling service). The business representative records this consent in the CRM contact record with the source set to "Email." The same CRM consent fields shown in Method 2 above are used to document this consent with timestamp and source.