Feature · Customer Texting
Text customers. Keep the thread with the job.
A real two-way SMS engine — send, receive, and see the whole conversation on the customer's profile. When texting isn't set up yet, we say so honestly instead of pretending.
What it does
When your workspace has a business number provisioned, you can send SMS from the customer's profile or the Comms inbox. Replies from the customer land in the same thread.
Messages are stored with the customer record, so anyone on the team with access can pick up the conversation without you needing to forward a screenshot.
If texting isn't turned on for your company yet, the app tells you plainly instead of showing a fake \"Send\" button. When ops provisions your number, the feature lights up.
What you get out of it
- Every message is attached to the customer — no more scrolling your personal phone.
- The crew sees what was promised before they pull into the driveway.
- Delivery status on every message so you know it actually landed.
- Opt-out respected automatically — you don't have to remember.
Preview
Design mock — not a live screenshot.
Ortiz Landscape
+1 (850) 555-0187
Hey — will the crew make it before noon?
9:42a
On the way now, ETA 11:15. I'll text when we pull in.
9:44a · delivered
Perfect, thanks.
9:44a
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