✨ Key Features Built For Your Workflow
Reads Summary 5.10.15.20.25.30 & Site Masterlist
Upload your .xlsx workbook directly. Extracts Lot in 2026 (Col B), Client (Col C), Monthly (Col D), and Due (Col F: 5, 10, 15, 20, 25, 30), and pairs each client's contact number from the Site Masterlist tab.
Auto-Match by Due Day (5, 10, 15, 20, 25, 30)
1-tap Auto-Setup creates monthly schedules for Due 5, 10, 15, 20, 25, and 30 so only clients due on that cycle are texted (1 separate SMS per Lot).
Personalized Lot Placeholders
Use {client}, {lot}, {monthly}, {due}, {site}, and {month} in your SMS template. Automatically paces messages 3 seconds apart.
Automatic Lot-by-Lot Email Reports
Every bulk send generates a full CSV and summary report (Lot, Client, Site, Number, Monthly, Due Day, Status) and emails it automatically via your PocketBroker Mail Server.
📲 How to Download & Set Up on Your Android Phone
- Open https://smstxt.pocketbroker.ph on your Android phone (or scan the QR code above) and tap Download APK for Android.
- Open the downloaded
pb-sms-reminder.apk. If prompted, allow your browser to Install unknown apps, and if Play Protect shows a prompt, tap More details → Install anyway. - Open PB SMS Reminder and grant SMS and Notification permissions. In the Settings tab, tap Fix beside Battery: unrestricted so scheduled monthly sends run reliably while the phone is locked.
- In Settings → Email report, enter the email address where you want batch reports sent (e.g.,
admin@pocketbroker.phor your Gmail) and tap Send test email. - Go to the Clients tab and tap Upload Excel (.xlsx) / CSV to upload your Masterlist & Collection Report workbook, then go to Schedules and tap Auto-Setup to create your monthly Due 5, 10, 15, 20, 25 & 30 reminders.
🗂️ Excel Workbook Mapping (Summary 5.10.15.20.25.30 + Site Masterlist)
Re-uploading the same Excel workbook checks every Lot in 2026 (Column B) line by line — updating existing lots and adding new lots with zero duplicates.
| Column in Summary 5.10.15.20.25.30 | Example Value | SMS Placeholder | How It Is Used |
|---|---|---|---|
| Column B – LOT (2026) | 01-02-002 | {lot} | Unique lot key (1 SMS per lot; line-by-line deduplication on re-upload) |
| Column C – CLIENT | Arlene Masongsong | {client} / {name} | Client name & automatic contact number lookup in Site Masterlist |
| Column D – MONTHLY | 12,222.00 | {monthly} / {amount} | Monthly amortization amount included in the SMS reminder |
| Column F – DUE | 5, 10, 15, 20, 25, 30 | {due} | Filters which clients are texted on each scheduled due date |