Landlord & Tenant SMS Opt-In Process

How landlords and tenants enroll in maintenance-update text notifications on CasafloIQ.

CasafloIQ (casafloiq.com) is a property-maintenance coordination platform. Landlords and tenants who already have a CasafloIQ account can opt in to receive SMS updates about their own maintenance requests — this is separate from the vendor SMS program described at casafloiq.com/vendor-sms-optin.

This is a self-service setting inside a logged-in account— the account holder enters their own phone number and turns on their own notification setting. Because that screen isn’t publicly reachable, this page documents exactly what happens there and includes a screenshot of the actual setting, so the flow can be reviewed without a login.

How someone opts in

1. A landlord (in Settings) or a tenant (in Settings) enters their phone number and checks a box: “Send me a text to confirm I want SMS notifications.” See the screenshot below.
2. Checking that box and saving does not turn on notifications by itself — it only asks. CasafloIQ texts that phone number:

   “You requested SMS notifications from CasafloIQ about your rental property. Reply YES to confirm. Msg frequency varies. Msg & data rates may apply. Reply STOP to unsubscribe.”

3. No notification texts are sent until the person replies YES themselves — the same phone number that receives the request is the only one that can turn it on. Once they reply YES, CasafloIQ confirms:

   “You are now opted in to receive SMS notifications from CasafloIQ. Msg frequency varies. Msg and data rates may apply. Reply STOP to unsubscribe.”

4. From then on: a landlord receives a text when a vendor is contacted about one of their requests, when an appointment is confirmed, when a vendor sends a quote, and when a job is marked complete. A tenant receives texts to coordinate an appointment time directly with the vendor assigned to their request — CasafloIQ relays these messages so neither the tenant nor the vendor ever sees the other’s real phone number. Message frequency varies for both. Message and data rates may apply. Either can reply STOP at any time to opt out immediately, or HELP for assistance.

Screenshot: the opt-in setting

The SMS notification setting inside a logged-in CasafloIQ account (this example shows the landlord view; the tenant view is identical in flow). Unchecked and no phone number saved, as shown.

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