Back to Documentation

Customer Communication

Use automated and manual messaging to maintain transparency.

Step Action Description
1. Set Up Templates Customize Messages Configure automated email/SMS templates for key events (Job Booked, En Route, Completed).
2. Technician En Route Trigger Auto-Notification Changing status to 'Traveling' or 'En Route' sends an ETA notification.
3. Direct Messaging Send In-App Notes Use the communication log to send specific questions or updates to the customer.
4. Post-Service Summary Share Completion Report Send a detailed service report upon completion, including photos and technician's notes.