SMS Task Overview

SMS Tasks let you text clients, team members, and transaction parties directly from Nekst. (SMS is a Pro feature.)

Because of carrier rules, every recipient must opt in before you can text them. Nekst sends the opt-in request automatically the first time someone is set to receive an SMS task.

When opt-in messages are sent

An opt-in request goes out as soon as a party is scheduled to receive an SMS task.

Launching a new transaction — when you add a buyer, seller, or team member who's set to receive an SMS task, they get the opt-in request the moment you click Launch Tasks.

The message includes your company name and a short opt-in prompt:

Adding a party after launch — they get the opt-in request as soon as they either match a role receiving an SMS task or are manually added as a recipient.

How to tell if someone has opted in

1. On the Contacts page — a yellow clock icon next to their mobile number means the opt-in is pending.

Once they opt in, it becomes a green checkmark.

2. In the SMS task box — a yellow warning triangle appears next to any recipient who hasn't opted in yet.

3. From Preview & Send — open the SMS task's Preview & Send to see each recipient's status. Pending recipients show that you can send an opt-in request once per 24 hours.

Re-sending an opt-in request

If someone hasn't opted in after 24 hours, click Request Opt-In to send it again.

You'll get a confirmation, and must wait another 24 hours before sending again.

Once they opt in, the SMS task shows The SMS message can be sent.

Common reasons SMS isn't working

Hover the yellow warning triangle next to a recipient and Nekst will tell you which of these is the issue:

1. No phone number on file — the contact doesn't have a mobile number yet. Open the contact record and add one.

2. The number isn't enabled for SMS — the contact has a phone number, but it isn't marked as able to receive SMS messages. Open the contact record and turn on SMS for that number.

3. The recipient hasn't opted in yet — they have a valid, SMS-enabled number but haven't accepted the opt-in request. Use Request Opt-In from the SMS task (see above), then wait for them to confirm.

Updated on: 06/10/2026