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Who Owns My Business Texting Number and Messages?

Your business should own the texting number, the account it lives in, and the records of every customer text and consent. Put the account in the business name with a business email, keep at least two people with admin access, and make sure you can export messages and move the number if you switch providers.

This page covers two outline lines:

  • 12.5.4 Text ownership: the business controls the number, the account, and the records.
  • 12.5.5 Text retention: store relevant messages and consent records.

“Owning” a number means the account is in the business’s name, paid by the business, and you have the login and the right to move the number to another provider. “Records” means the messages themselves and proof of each customer’s consent and opt-out.

Made-up example: An office manager at Oak Creek Painting set up texting on her own cell phone and handled all customer texts for two years. When she left, the business lost every estimate conversation and didn’t know who had opted out. The owner moved texting to a business account tied to the main number, with two admins and a monthly export.

  • People leave. Texts on personal phones leave with them.
  • Vendors change. Some services won’t let you take the number with you, or make it hard.
  • You need proof. If a customer says you texted them after they opted out, your records are your answer.
  • Disputes depend on messages. “You said Tuesday” is settled by the text history.

Every business that texts customers. A solo owner texting from a personal cell is at the highest risk, because the business number and the personal number are the same thing.

  1. Use a business texting account, not personal phones. Many phone systems can text from your main business number (see 12.3.1 Main Business Phone Number).
  2. Put the account in the business’s name, with a business email and business payment method.
  3. Ask the provider about moving the number. Moving a number to a new provider is called “porting.” Get the steps in writing before you sign up.
  4. Add two admins who are owners or trusted managers, and turn on multi-factor authentication (see 11.7.3 Multi-Factor Authentication).
  5. List the account in your access inventory (see 11.7.5 Access Inventory) and remove access the day someone leaves (see 11.7.7 Removing Access When People Leave).
  6. Decide what to keep and for how long. Keep messages tied to estimates, jobs, payments, and complaints, plus all consent and opt-out records. Set a retention period with your other records (see 9.8.2 Record Retention Periods).
  7. Export on a schedule. Download messages and consent records monthly or quarterly and store them in your shared files (see 12.2 Shared Files and 11.8 Business Backups).
  • The account owner page showing the business name and admins
  • Written porting steps from your provider
  • Your retention rule for texts and consent records
  • Regular exports of messages and opt-out lists
  • A vendor or agency owns the number. When you leave, the number may stay with them.
  • One admin. If that person is locked out or gone, so are you.
  • Deleting opt-out records during cleanup. You need them to keep honoring opt-outs.
  • Never testing an export. Find out how it works before you need it.

Your phone or texting provider can explain ownership and porting. An attorney can help set retention periods if you’re in a regulated industry. Questions to ask:

  • If I cancel, can I move this number to another provider, and what do you need from me?
  • Can I export all messages and consent records, and in what format?
  • How long do you keep my messages, and can I delete them on my own schedule?

[Bill: add a short note. For example, a client who lost a texting or tracking number when they left a vendor, or how you set up texting for SiteSmarty.]

  • [Date I did this:]
  • [What I actually did, step by step: which provider, which number, who the admins are, and how exports work]
  • [What it cost and how long it took:]
  • [What surprised me or what I’d do differently:]
  • [Screenshot or photo to add, with private info blurred: the account owner and admin page]
  • [Result so far:]

Can I keep my texting number if I change providers? Often yes, through porting, but it depends on the provider and contract. Get the steps in writing before you sign up.

Should employees text customers from personal phones? It’s better not to. Use a business account so the records stay with the business.

How long should I keep text messages? Keep job, payment, and complaint messages as long as your other related records. Keep consent and opt-out records as long as you text customers.

What text records should I save? The messages about jobs and payments, each customer’s consent, and every opt-out.

  • Question: Does the business control its texting number, account, and records?
  • Pass looks like: Account in the business name, two admins with multi-factor authentication, porting steps known, retention rule written, regular exports saved.
  • Fail looks like: Texts on personal phones, a vendor-owned number, one admin, no exports, or deleted opt-out records.
  • Evidence to collect: Account owner screenshot, admin list, porting steps, retention rule, and the latest export.

Where this fits

Do this first: 12.5.1 Customer Service Texts

Do this next: 12.6 Communication Consent Records

Related pages: 12.3.1 Main Business Phone Number, 14.1.4 Phone, 11.7.5 Access Inventory, 11.7.7 Removing Access When People Leave, 9.8.2 Record Retention Periods, 11.8 Business Backups

Sources

This page explains general rules and Bill's own experience. It is not legal, tax, or insurance advice. Talk to a qualified professional about your situation.

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