MeritsOnlyMeritsOnly
SMS Lead Notifications

Get a text the moment a new lead comes in

Stop refreshing your inbox. MeritsOnly can send an SMS to your phone the instant someone completes your form, so the hottest leads never sit unread while you're out on a job.

SMS lead notifications are text messages a business receives on its own phone the moment a new lead submits a form, so the team finds out immediately instead of whenever someone happens to check email. MeritsOnly sends this alert to a phone number you configure per widget, works alongside — not instead of — email notifications, and is opt-in: it's off by default and only starts sending once you switch it on for a widget.

The problem with finding out about a lead tomorrow

Email notifications work until they don't. A new-lead alert lands in an inbox that already has forty unread messages, or arrives while the whole team is on a job site with a phone in a pocket. By the time someone opens it, the lead has already called two competitors and picked whoever answered first.

Response speed is usually what decides who gets the work, not who has the better quote. A lead sitting in an unopened email for a few hours is, in practice, a lead that's gone cold before anyone even saw it.

A text message doesn't wait for an app to be open or a browser tab to be refreshed — it shows up on the lock screen of the phone that's already in a pocket. That's why MeritsOnly can send one the instant a lead comes in, for the widgets where that urgency actually matters.

Who it's for

Home-service businesses where the first call back usually wins the job
Solo owner-operators who are on job sites without regular email access
Teams that already lose leads sitting unread in a shared inbox
Businesses that only want a text for urgent or high-score leads, not every inquiry
Multi-location teams routing the alert to a specific manager's phone per widget
Anyone who wants a heads-up before they're back at a desk to see the full lead

How it works

Step 1

Turn it on for a widget

SMS alerts are opt-in and off by default. Flip the toggle on for a widget in your portal settings whenever you're ready to use it.

Step 2

Set the destination number

Point alerts at a dedicated business phone, or leave it blank to use the phone number on the account.

Step 3

Get texted at submission

The instant a lead completes the form, a text goes out with the urgency flag, niche, city, and score — no lead contact details in the message itself.

Step 4

Tap through for the full record

The text links to the lead's page in your portal, where the name, phone, email, and full answers are waiting.

What you get

Real-time alerts to a phone

Not just an inbox — a text shows up whether or not anyone is at a desk to see it.

Configurable per widget

Turn SMS on where speed matters most and leave it off elsewhere, instead of an all-or-nothing setting.

Urgent leads flagged

A 🔴 URGENT prefix calls out your highest-priority scores so you know which text to open first.

Works alongside email

SMS adds a faster channel on top of email notifications — it doesn't replace them.

No lead details in the text

The message links through to your portal instead of texting a stranger's name and phone number to your device.

Built on Twilio, with a real opt-out

Standard, reliable SMS delivery, with STOP to unsubscribe and HELP for support at any time.

SMS lead alerts vs. email-only notifications

Email-only notificationsMeritsOnly
Where it shows upInbox, buried with everything elsePhone lock screen, texted directly
Speed to noticeWhenever someone checks emailSeconds after the lead submits
Good for job-site teamsOnly if email is open on a phoneWorks the moment a text lands
Per-widget controlAll-or-nothingEnable per widget, set a dedicated number
Urgency signalSame subject line for every leadScore and urgency flagged in the message
SetupOn by default, nothing to configureOff by default — flip a per-widget toggle to turn it on

Frequently asked questions

Does this text the lead, or text us?

You. SMS lead notifications go to your business's own phone number — the person or team who needs to know a new lead came in. It is not a text message sent to the visitor who filled out your form.

Is SMS on by default?

No. Email notifications are on by default; SMS is opt-in and stays off for a widget until you switch it on in your portal settings.

What does the text actually say?

Something like "MeritsOnly: 🔴 URGENT New roofing lead in Denver! Score: 82/100. View: [link]". It's deliberately short and leaves out the lead's name, phone, and email — you tap the link to see the full record in your portal.

Can alerts go to a specific person's phone instead of the main business line?

Yes. Each widget has its own notification phone number, so you can route, say, emergency leads to an on-call tech's phone while routine ones go to the office line.

What if I want to stop getting texts?

Reply STOP to any alert to opt out, or turn SMS off for a widget in your portal settings. Opting out of SMS doesn't affect your email notifications.

Is SMS included in my plan?

It's bundled on the Growth and Scale plans. Starter accounts can add it as a paid add-on — contact support to activate it on your account.

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