Ormi home
OrmiOrmi
Where Field Service Runs
OrmiOrmi

  • Platform

    • Download Ormi Field
      iOS, Android, desktop
    • Features
      Everything on one plan
    • Work Network
      Jobs near you, no lead fees
    • Post a Job
      Free homeowner requests
    • Services
      What Ormi does, top to bottom
    • Integrations
      14+ tools, no upcharge

    Insights

    • Analytics
      Real-time revenue + AR + mix
    • Use Cases
      Who uses Ormi, how

    Experience

    • Why Choose Us
    • Our Process
    • Demo
      See it in 3 minutes

    See it live

    3-minute product tour

    Dashboard, scheduling, mobile app — everything you need to run a shop in one walkthrough.

    Or start free — 15 days on us

  • By Trade

    • HVAC
    • Plumbing
    • Electrical
    • Remodeling
    • Appliance Repair

    • Roofing
    • Lawn Care
    • Pool Service
    • Pest Control
    • Handyman
    • All trades

    Custom fit

    Built for your trade

    Each trade page shows how Ormi fits that specific workflow — forms, pricebooks, and rhythm.

    Or start free — 15 days on us

  • Pricing & Savings

    • Pricing$25 per field tech, office free
    • Savings CalculatorRun the math in 30s
    • Migrate to OrmiFrom any platform

    vs Competitors

    • vs ServiceTitan
    • vs Housecall Pro
    • vs Jobber
    • vs FieldPulse
    • vs FieldRoutes
    • vs Buildertrend
    • All comparisons

    Pick your path

    • Start free — 15 days on usNo credit card
    • Book a 3-min demoSee the product fast
    • Talk to a humanReplies in 24h

    The Promise

    $25 / field technician

    Office staff are free. Your first 15 days are on us, with unlimited jobs.

    Or start free

  • Content

    • Blog

    Learn

    • TutorialsStep-by-step guides
    • Glossary
    • ChangelogWhat shipped, what's next
    • All ResourcesFull content hub

    Help

    • Help CenterArticles + keyboard shortcuts
    • FAQ
    • SupportStuck on the product

    Latest

    Reading list

    Switching from ServiceTitan

    Our migration playbook walks through every step — export, import, and live in under an hour.

    Or browse the blog

  • Company

    • About OrmiWho we are + what we're building
    • Our ManifestoWhat we believe
    • CareersWe're hiring
    • Contact usSales, pricing, migration

    Careers

    Help build the next 10 years of field service software

    Small team, opinionated, remote-friendly. If shipping matters more than titles to you, we want to talk.

    See open roles

    Or read our manifesto
Sign inPost a JobGet started15 days on us
DownloadSign inGet started
Ormi home
Ormi

Menu

    • Download Ormi Field
    • Features
    • Work Network
    • Post a Job
    • Services
    • Integrations
    • Analytics
    • Use Cases
    • Why Choose Us
    • Our Process
    • Demo
    • HVAC
    • Plumbing
    • Electrical
    • Remodeling
    • Appliance Repair
    • Roofing
    • Lawn Care
    • Pool Service
    • Pest Control
    • Handyman
    • All trades
    • Pricing — $25 per field technician
    • Savings Calculator
    • Migrate to Ormi
    • vs ServiceTitan
    • vs Housecall Pro
    • vs Jobber
    • vs FieldPulse
    • vs FieldRoutes
    • vs Buildertrend
    • All comparisons
    • Blog
    • Case Studies
    • Success Stories
    • Customer Stories
    • Tutorials
    • Glossary
    • Changelog
    • All resources
    • Help Center
    • FAQ
    • Support
    • About Ormi
    • Our Manifesto
    • Careers
    • Contact us
    • Sign in
    • Start free — 15 days on us
    • Privacy Policy
    • Terms & Conditions
    • GDPR Compliance
    • Security
Post a JobSign inGet started
/

Browse all topics›
  • Getting started
    • Set up your company: the owner guide
    • Invite your team
    • Connect payments (Stripe)
    • Keyboard shortcuts
  • Customers and locations
    • Add a customer
    • Add and manage service locations
    • Import customers from a spreadsheet
  • Jobs and scheduling
    • Create, dispatch, reschedule and reassign: the dispatcher guide
    • Create a job
    • Dispatch a job to a technician
    • Reschedule or reassign a job
    • Job statuses and what they mean
    • Texts and emails customers get about their job
    • Cancel or delete a job
  • Estimates, invoices and payments
    • From estimate to paid invoice: the office guide
    • Create and send an estimate
    • Turn an accepted estimate into a job or an invoice
    • Create and send an invoice
    • Record a cash, check or card payment
    • How customers pay an invoice online
    • Chase an unpaid invoice
    • Refund a payment
  • Technician mobile and offline
    • Install the Ormi Field app and sign in
    • Start and finish a job from your phone
    • Work offline and sync later
    • What a job needs before it can be completed
    • Take a payment in the field
    • Live location sharing: when it runs and how to stop it
  • Team and roles
    • Roles and permissions
    • Field access and billing
  • Integrations
    • Connect QuickBooks Online or Xero
    • See your Ormi schedule in Google Calendar
    • Export your data
  • Troubleshooting
    • A technician can't see a job on their phone
    • Changes made offline are not syncing
    • Can't sign in
  • Billing and plans
    • How Ormi billing works
    • Which technicians count on my bill?
    • The 15-day free trial
/

  • Getting started
    • Set up your company: the owner guide
    • Invite your team
    • Connect payments (Stripe)
    • Keyboard shortcuts
  • Customers and locations
    • Add a customer
    • Add and manage service locations
    • Import customers from a spreadsheet
  • Jobs and scheduling
    • Create, dispatch, reschedule and reassign: the dispatcher guide
    • Create a job
    • Dispatch a job to a technician
    • Reschedule or reassign a job
    • Job statuses and what they mean
    • Texts and emails customers get about their job
    • Cancel or delete a job
  • Estimates, invoices and payments
    • From estimate to paid invoice: the office guide
    • Create and send an estimate
    • Turn an accepted estimate into a job or an invoice
    • Create and send an invoice
    • Record a cash, check or card payment
    • How customers pay an invoice online
    • Chase an unpaid invoice
    • Refund a payment
  • Technician mobile and offline
    • Install the Ormi Field app and sign in
    • Start and finish a job from your phone
    • Work offline and sync later
    • What a job needs before it can be completed
    • Take a payment in the field
    • Live location sharing: when it runs and how to stop it
  • Team and roles
    • Roles and permissions
    • Field access and billing
  • Integrations
    • Connect QuickBooks Online or Xero
    • See your Ormi schedule in Google Calendar
    • Export your data
  • Troubleshooting
    • A technician can't see a job on their phone
    • Changes made offline are not syncing
    • Can't sign in
  • Billing and plans
    • How Ormi billing works
    • Which technicians count on my bill?
    • The 15-day free trial
  1. Help Center
  2. /Jobs and scheduling
  3. /Texts and emails customers get about their job

Texts and emails customers get about their job

Which updates go to the customer automatically, and how to turn on day-ahead appointment reminders.

For
Admin, Office staff, Dispatcher
Where
Web app
Updated
October 16, 2026

Before you start

  • Texts need your company's phone and texting set up. Email reminders do not.

Sent automatically#

  • En Route: a text with a live tracking link and ETA, when the technician taps On My Way.
  • On Site: an arrival text.
  • Cancelled: a cancellation text.
  • Dispatched sends nothing to the customer.

Turn on appointment reminders#

  1. Open Jobs under Settings in the sidebar, then the Reminders tab.
  2. Switch on Remind customers a day ahead. You will see "Appointment reminders are on".
  • Sent about 24 hours before the appointment, by email only (no text charges).
  • Only for jobs still Scheduled or Dispatched, never twice for the same job, and skipped when the appointment is less than 90 minutes away.

Notify by hand#

  • On the Dispatch Board, right-click a job and choose Send ETA.
  • When you move a job's time, answer Let the customer know? with Text or Email.

What if this fails?

"Wait! Let the customer know you're on the way."
Your company's texting is off. Choose Enable SMS & Phone to set it up, or Just update status to skip the text.
A customer says they didn't get the On My Way text.
Check their mobile number on the customer record, and that they have not opted out of texts.

Related tasks

  • Job statuses and what they meanJobs and scheduling
  • Reschedule or reassign a jobJobs and scheduling
  • Start and finish a job from your phoneTechnician mobile and offline

Still stuck?

If you already use Ormi, the ? button in your dashboard sends a question to our team with your account attached. Otherwise:

Phone
(972) 944-0404
Email
[email protected]
Message
Contact page

On this page

  • Sent automatically
  • Turn on appointment reminders
  • Notify by hand
  • What if this fails?
  • Related tasks
OrmiOrmi

Field service management software for HVAC, plumbing, electrical, remodeling, and every trade in between.

  • (972) 944-0404
  • [email protected]
Start free — 15 days on us
Facebook
Youtube
LinkedIn

Product

  • Features
  • Work Network
  • Post a Job
  • Pricing
  • Integrations
  • Download
  • Changelog

Compare

  • Savings Calculator
  • vs ServiceTitan
  • vs Housecall Pro
  • vs Jobber
  • All comparisons

By Trade

  • HVAC
  • Plumbing
  • Electrical
  • Remodeling
  • All trades

Resources

  • All resources
  • Blog
  • Tutorials
  • Help Center

Company

  • About
  • Careers
  • Contact
  • Press

© 2026 Ormi FSM LLC. All rights reserved.

  • Terms
  • Privacy
  • GDPR
  • Security