Quick summary: Customer communication workflows can send tracking, technician details, and review requests based on job status updates in field software.
Homeowners want to know when your tech is arriving, who is coming, and what work was performed. But asking field crews to manually text every customer means messages get forgotten.
The challenge of manual customer updates
Technicians are focused on fixing equipment. Remembering ETA texts and follow-up requests can be difficult, leading to inconsistent communication.
How automated pipelines deliver a better experience
Set up customer communications to trigger when job statuses change.
- Arrival updates: Send an on-the-way message and technician information when a job is in transit.
- Follow-up: Share invoice details and a review link after work is complete.
- Less admin: Make communication more consistent without relying on someone to remember every message.