Messaging Terms
Last updated: September 20, 2026
Program description
When you request a free on-site estimate through an Instimate calculator, we contact you to (1) send you a one-time code to confirm your request, and (2) support scheduling of your on-site estimate with the home-service business (“Contractor”) whose calculator you used. This is a transactional program tied to a request you initiate.
Today that one-time code is sent by email. Text messaging is not yet active on this program. When we enable it, the code will be sent by text to the mobile number you provide, and the step where you enter your number will say so before you submit it. The consent described below covers both, so it does not need to be collected again.
Program description — staff lead alerts
If you work for a Contractor on Instimate, you can opt in to receive a text when a new estimate request is assigned to you (“New In-Home Estimate Requested”) and a follow-up text prompting you to record its outcome after you claim it. This is an operational program tied to leads assigned to you, not marketing.
You opt in at Settings → Profile or when you first set up your account, by entering your mobile number and checking the consent box there. Opting out switches these alerts to email instead of turning them off — you keep hearing about your leads either way.
How you opt in — estimate requests
You provide express consent by entering your mobile phone number, checking the consent box, and choosing to request an on-site estimate. At that step you are told how your one-time code will reach you and that a person may call the number to schedule. Providing your number is voluntary and is not a condition of seeing your estimate.
Message frequency
Estimate requests: message frequency varies and depends on your interaction — typically a single verification code, plus occasional messages related to scheduling your estimate. While text messaging is inactive, the only messages you receive under this program are the ones described above, sent by email.
Staff lead alerts: message frequency varies with how many leads are assigned to you — typically one text per new lead, plus one when you claim it.
Cost
Message and data rates may apply, according to your mobile carrier plan.
Opt out and help
You can cancel text messages at any time by replying STOP. After you send STOP, we will send one confirmation message and then stop sending messages; you can rejoin at any time by requesting a new code. For help, reply HELP or contact us at hello@instimate.io.
Carrier disclaimer
Carriers are not liable for delayed or undelivered messages.
Privacy
Your information is handled in accordance with our Privacy Policy. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes; text-messaging originator opt-in data and consent are not shared with any third parties.