Customer messaging safety switch

Put one account's outbound customer email and text into live, redirected or off, so a test window cannot reach a real homeowner.

What it is

A three-way switch on the account. Live is normal delivery. Redirect rewrites customer email to a safe mailbox with the intended recipient stamped in the subject and suppresses customer texts entirely. Off dispatches nothing at all while still logging every attempt.

Also called: test mode · stop emails going to customers · redirect email · safe testing · don't text my clients

See it
Customer messaging safety switch
Area
Operations
Group
Safety
System
Agency Panel
Solves
3 named problems
01The mode is read on every send with no caching, so a flip takes effect on the very next message rather than after a cache expiry.
02Redirect keeps the intended recipient visible in the subject so a test is still readable.
03Text messages are suppressed rather than redirected — there is no verified-safe phone number.
The Customer Messaging card with the LIVE / REDIRECTED / OFF chip, the mode Select with per-option descriptions, and the explanatory note under it. Sample data — no customer information appears here.
How it works
  1. 1The mode is read on every send with no caching, so a flip takes effect on the very next message rather than after a cache expiry.
  2. 2Redirect keeps the intended recipient visible in the subject so a test is still readable.
  3. 3Text messages are suppressed rather than redirected — there is no verified-safe phone number.
  4. 4Every suppressed or redirected attempt is still logged, so a test window can be reviewed afterwards.
  5. 5Human-typed inbox messages are deliberately NOT gated.
Why we built it

The panel copy explains both halves. On the interlock: 'Use this for a test window, then switch back. While it is not Live, this builder's real estimate, contract and stage emails do not reach their customers.' On the exception: 'Human-typed Inbox messages are deliberately NOT gated — they would fail silently and the builder would think they had replied.'

The problem
  • Testing a live account risked sending real documents to real homeowners.
  • A cached gate meant a flip did not take effect immediately.
  • Silently gating a person's typed reply made them believe they had answered.
Sound familiar?
What you get
A test window is genuinely safe and takes effect instantly.
Everything that would have gone out is still on record.
A real reply always sends or visibly fails.

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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