Keep customers informed. Keep your team in the picture.
From an appointment reminder to a payment received, keep useful updates connected to the work. Give customers the right information and your team a clearer view of important activity.
Quote acceptedCustomer accepted the proposal.View quoteRelated quote
Internal in-app alerts for eligible business users. These are not customer messages.
Conceptual illustration · Fictional business and activity · Not a live inbox
THE CUSTOMER’S SIDE
The right information. At the next useful moment.
Some updates follow eligible service events. Others start with your team choosing to send. Each communication has its own purpose and delivery requirements.
Share appointment information by email and send eligible appointment reminders. Optional Customer Text Updates support selected service-status updates when configured and permitted.
02 / THE COMMERCIAL WORK
Send the document the work needs
Your team can email quotes, PDF Agreements, Deposit Requests and invoices through their supported send workflows. Successful online invoice and deposit payments have separate email receipts.
Agreement signing is available where enabled. Additional Agreement execution emails have separate availability requirements; an internal execution alert does not mean a customer email was sent.
03 / THE RELATIONSHIP
Give customers a way to return
Invite approved customers to your branded Customer Portal and support returning sign-in emails. Authorized office users can explicitly request a service-summary email after eligible completed work, send a follow-up email, or request a Google review when the business is configured for it.
THE BUSINESS’S SIDE
Notice the activity. Return to the work.
Stay informed without searching through your records. Field Console Pro brings important business activity into your workspace, from customer responses and executed Agreements to payments and schedule changes. Unread indicators help eligible users notice activity and open the associated record from a notification. Visibility follows your business permissions.
The day’s work
Job assignments, reassignments, scheduling changes and cancellations keep operational changes in view.
The customer’s response
See quote views, acceptance or decline, and supported document-view activity. Agreement execution and Completed Agreement availability have their own alerts.
The financial picture
Stay aware of deposit collection, partial invoice payments and paid invoices without confusing an internal alert with a customer payment receipt.
Review business alerts in your workspace and follow through on the related work. Customer emails and optional texts are separate communication workflows.
NEXT CONVERSATIONDue todayCheck in after service
Customer context · Related work · Next action
Task recordedYour team follows through
MAKE ROOM TO FOLLOW THROUGH
A reminder for the visit. A task for what comes after.
Keep customer follow-up tasks connected to the relationship. Due and overdue alerts help your team notice what needs attention; supported customer follow-up emails are sent deliberately by authorized business users.
Eligible scheduled company appointments can receive reminders through the supported email and optional SMS workflows. Settings, timing, customer contact details and consent determine what can be sent.
Follow-ups support your team’s next action. They are not automatic overdue-invoice collection or unsigned-Agreement chasing.
Company-level automatic communication settings and customer-specific preferences help govern eligible automatic updates. Explicit document sends follow their own rules.
Keep automatic and deliberate sends distinct
An automatic-update preference is not a blanket switch for every business-initiated document email.
Text only when the requirements are met
Customer Text Updates are optional and subject to eligible access, add-on setup, provisioning, approval and consent. Opt-out and STOP handling remain part of delivery rules. Not every email workflow supports SMS.
Show internal activity to the right people
Business alerts follow role and record-access permissions. Communication settings do not grant access to private customer or business information.
CONNECTED RECORDS. DISTINCT NEXT STEPS.
The conversation belongs with the work.
Customer
Job
Quote
Agreement
Deposit
Invoice
Payment
Service History
Choose the records and communications the work needs. This is an illustrative connection—not a required sequence. Quotes and Agreements are separate workflows, and moving between records does not automatically send messages or create the next document.
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KEEP THE NEXT STEP IN VIEW
A better-informed customer. A more connected team.
Bring customer updates, business awareness and follow-through into the workspace where you manage the work.
Registration records your interests. Product access, review and plan activation have separate requirements. Team permissions and communication availability apply.
Your workspaceCOMMUNICATIONS / ACTIVITY