Architecting Communication Channels

OraServ is a literal powerhouse for sending automated text messages, review links, and PDF quotes to thousands of clients. However, you—the platform owner—must properly configure "how" this raw data legally leaves the system and arrives on their phones.

You can find these configurations under Platform Settings -> Delivery Engines.

Email Routing & Custom Domains

You have two strict options for sending out your Email traffic (Quotes, Invoices, Receipts):

1. Platform SMTP (Default): Your emails fire natively using our core OraServ backend servers. They require zero configuration to use. However, because they are sent from our servers, the "From" address may show a generic no-reply@oraserv.com alias. This works perfectly fine for businesses just starting out!
2. Custom SMTP (Highly Recommended): Connect your own Microsoft 365 Exchange, GoDaddy Webmail, or Google Workspace email infrastructure. By entering your specific host (e.g., smtp.gmail.com), port (typically 587 or 465), username, and app-generated password, your emails will natively route directly through your domain! This means Quotes arrive looking incredibly professional, sent directly from hello@yourdomain.com, and they land squarely in their primary inbox instead of spam.

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Enabling Automated 2-Way SMS via Twilio

Email open rates hover around 20%. Text message open rates hover near 98%. If you want customers to pay faster or approve quotes instantly, you MUST use SMS. To enable OraServ's SMS architecture:

1. Create a free commercial account at Twilio.com.
2. Within Twilio's console, purchase a local Phone Number matching your business area code (typically costs ~$1.15/month).
3. Copy your Account SID and Auth Token from the Twilio dashboard back into the OraServ settings page.
4. The system securely binds directly to your Twilio number via their API.
5. OraServ takes complete control of that phone number, allowing you to instantly broadcast texts regarding confirmations and "Tech En Route" notifications automatically on your behalf.

[!NOTE] Ensure your business registers for A2P 10DLC compliance natively inside the Twilio dashboard to prevent telecom carriers from blocking your automated text messages as spam.

Notification Rules

Once your Delivery Engines (Email & SMS) are configured and live, you can build specific conditional rules. Example Rule Definition: If Job Status strictly equals "Completed" -> Send Email carrying (Invoice PDF) AND Send SMS containing (Google Review Link).