Right after the call, the customer gets a text with what they asked for and replies YES. Every text stays on the lead.
The customer's phone and email sit on the lead, one click from Call, Text, and Email.
Customers text whoever they talked to last. The office can't see what was promised, a wrong address sends a truck to the wrong house, and when that person leaves, the whole history walks out the door with them.
Most mix-ups start on the first call: the wrong address, the wrong wall, the wrong window. A text that reads back what we heard and asks for a YES catches them before anyone drives out.
It thanks them for calling your company, confirms their name, address, and the work needed, and asks them to reply YES if that's right or call back to fix it.
Onto the lead, in its Messages, so the office sees one conversation instead of texts spread across phones.
Yes. Type a text in the lead's Messages, or use the Call, Text, and Email buttons at the top of the lead.
If you want one. Turn on the booking confirmation text in Settings, and it goes out when a visit is booked on the call.
No. It's a regular text message.
Every part shares one workspace. The call becomes the estimate becomes the job, with nothing retyped in between.