01

Who Sends the Messages

ki-YOTE LLC operates FSMsync, a B2B field service management platform used by independent HVAC, plumbing, and electrical contractors to run their businesses.

SMS messages are sent on behalf of those individual contractors, not by ki-YOTE LLC directly. Each contractor's business name is shown to its customers at the moment of opt-in and appears at the start of every SMS message. The toll-free number +1 (888) 534-2041 is the shared sender for transactional notifications from contractors operating on the FSMsync platform.

Recipient relationship: A customer who opts in is consenting to messages about a specific service appointment they have scheduled with a specific contractor (e.g., "Acme HVAC Services") — not to messages from FSMsync or ki-YOTE LLC as a brand.

02

When and How Customers Opt In

Opt-in is collected on a web form at the point of estimate approval. The flow is:

  1. A contractor sends an estimate to their customer for a quoted service appointment.
  2. The customer receives a unique link to a web page showing the estimate line items and price.
  3. On that page, the customer sees an unchecked SMS opt-in checkbox alongside the Approve / Decline buttons.
  4. The customer must actively check the box to opt in. Approving the estimate without checking the box does not opt the customer in.
  5. Opt-in status, the contractor's identifier, and an opt-in timestamp are recorded in the FSMsync database.

The opt-in is per-contractor. A customer who has multiple service relationships opts in separately for each contractor.

03

The Opt-In UI Customers See

This is a faithful reproduction of the consent UI as it appears to a customer reviewing a real estimate. The only substitution is the contractor name (placeholder: Acme HVAC Services) — the disclosure language and form behavior are identical to production.

Customer view — estimate approval page

Estimate from Acme HVAC Services

Estimate #1042 · Total: $487.50

Note for reviewer: The interactive estimate page is gated by a unique per-customer token (sent only to the named recipient of an estimate) and cannot be visited publicly. The block above shows the exact opt-in UI those customers see, with identical disclosure copy.

04

Sample Messages

Only two transactional message types are sent. Both lead with the contractor's business name and include "Reply STOP to opt out." The first message a recipient receives also appends the STOP-opt-out language explicitly.

Technician en route
Acme HVAC Services: Your technician John D. is on the way for your 2:00 PM appointment. Reply STOP to opt out.
Appointment reminder (sent the day before)
Acme HVAC Services: Reminder — you have a service appointment tomorrow at 10:00 AM. Reply STOP to opt out.
Help reply (when a recipient texts HELP)
Acme HVAC Services: For help with your appointment, contact your service provider directly. Reply STOP to opt out. Privacy: fsmsync.com/privacy.html

No marketing, promotional, or unrelated content is ever sent. Messages are limited strictly to the two transactional events above and the standard STOP / HELP keyword replies.

05

Frequency, Opt-Out, and Help

06

Privacy and Data Sharing

No mobile information, including SMS opt-in status and phone numbers, is shared with third parties or affiliates for marketing or promotional purposes. Mobile information is shared only with the SMS service provider (Twilio) strictly for the purpose of delivering messages, and with the trade business whose service the customer is receiving.

Full details on data collection, retention, and recipient rights are documented in our Privacy Policy, which is also linked from the opt-in disclosure.

07

Contact

For questions about this opt-in workflow, messaging practices, or to request information as part of a compliance review, contact:

ki-YOTE LLC
Operator of FSMsync
Email: support@fsmsync.com