# Configure Call Forwarding, Voicemail, and Recording

> Set how calls and texts reach your team, plus voicemail, call recording, and automatic follow-up texts.

Source: https://jobwisepro.com/help/communications/phone-and-texting-settings
Category: Communications
Updated: 2026-10-22

[Phone & Texting](/go/settings/communications) decides how calls and texts reach your team, what callers hear, and which automatic texts go out. Some controls are hidden or locked unless your [role](/help/team/roles-and-permissions) has access to **SMS / Phone**.

## Turn texting and text notifications on or off

Texting has a main switch, and a second switch appears only while the first is on.

1. Find the **Text messaging** card.
2. Switch **Enable texting** on or off. Turning it off stops automatic texts, including review requests. Each switch saves as soon as you change it.
3. Switch **Text message notifications** on to send quotes and invoices by text too. Email still goes out when the client has an address, and a failed text never stops the email.

> **Note:** Review requests ignore **Text message notifications**. Each row on the [review requests page](/go/settings/reviews/requests) has its own **Text** checkbox, and unchecked boxes stay locked until texting is set up.

## Ring your mobile when calls come in

The **Ring my phone** card appears only to members with Edit access to **SMS / Phone**.

1. Switch **Also ring my cell** on.
2. Type your number under **Your mobile number**.
3. Select **Save ring settings**. The switch does not save on its own.

> **Note:** When a call rings you, or the whole team, your mobile is dialed too while the switch is on. A blank mobile number saves the switch as off.

## Set where inbound calls ring

The **Inbound routing** box offers four options, and two of them show an extra field.

1. Under **When someone calls**, choose **Ring everyone on the team**, **Ring a specific team member**, **Forward to an outside number**, or **Send straight to voicemail**.
2. For a specific member, pick the person from the list. For an outside number, type it with a plus sign and country code.
3. Set **Ring for (seconds)** from 5 to 60.
4. Select **Save voice settings**.

> **Note:** Calls go to voicemail when the chosen member can't take calls, the outside number is blank, or nobody on the team is eligible. Only members with Edit access to **SMS / Phone** are eligible.

## Set business hours and after-hours voicemail

**Business hours** sets your open hours, and one checkbox decides what happens after hours.

1. Type your opening time in **Start** and your closing time in **End**.
2. Type your time zone in **Timezone**. A blank field uses UTC.
3. Leave **Send to voicemail outside business hours** checked to send after-hours calls to voicemail, or uncheck it to route them as usual.
4. Select **Save voice settings**.

> **Tip:** Clear **Start** or **End** to count your business as open at all times. If **Start** is later than **End**, the hours run overnight.

## Set up voicemail and the greeting

The **Voicemail** switch saves on its own, and the greeting controls appear only while it is on.

1. Switch **Voicemail** on. With it off, a call hangs up with no greeting.
2. Under **Default greeting**, select **Record** or **Upload**.
3. Once you have a custom greeting, select **Replace**, then **Record new** or **Upload file**.
4. Greetings save as soon as you record or upload them.

> **Note:** Uploads must be audio files of 5 MB or less. You can also drop an audio file onto the greeting box.

## Record calls and transcribe them

Only members with full access to **SMS / Phone** can change these settings, and both switches start off.

1. Switch **Record calls** on.
2. Switch **Transcribe recordings** on. It stays unavailable while transcription isn't available.
3. With **Record calls** on, type an announcement under **Announcement callers hear**, or leave it blank for the default. The limit is 300 characters.
4. Select **Save voice settings** to save the announcement.

**Record calls** covers answered inbound calls and outbound calls. Voicemails are always recorded, whether **Record calls** is on or off.

> **Warning:** The announcement plays on every recorded call and can't be turned off on its own. Check the recording rules where you operate before you switch **Record calls** on.

## Choose how long recordings are kept

**Keep recordings and voicemails** sets how long call audio is stored. It starts at **Forever**, and only members with full access to **SMS / Phone** can change it.

1. Under **Recording and transcripts**, open **Keep recordings and voicemails**.
2. Choose **30 days**, **90 days**, **180 days**, **1 year**, or **Forever**. The choice saves at once.
   - Choosing a shorter time asks you to confirm first.

A daily cleanup deletes recordings and voicemails older than the chosen time for good. The call history, notes, transcripts, and summaries stay.

## Send automatic texts after a missed call

Both automatic texts need **Enable texting** on, and both start off.

1. Under **"We missed you" auto-text**, check **Send a text to a known contact after a missed call**, then write the text under **Message**.
2. Under **New-caller auto-reply**, check **Text unknown callers after a missed call** to show the rest of the box.
3. Pick a **Booking page link** from your active booking pages, or keep **Don't include**.
4. Check **Include your instant-quote tool link** to add that link as well.
5. Under **Extra links**, select **Add link** and fill in a label and address. Rows missing either are dropped on save.
6. Select **Save voice settings**.