CUSTOMER COMMUNICATION
Keep customers in the loop.
Help people know when the crew is coming, when plans change, and what happens after the visit.
In development · workflows described here are planned. Availability, supported devices, and limits have not been verified.
Something to build on · 01
Tell people what to expect
An appointment confirmation should clearly show date, arrival window, service address, and how to ask questions. A customer should not have to interpret internal job codes to know when someone will arrive.
Something to build on · 02
Be honest when schedules change
A useful message says what changed and what the customer can do next. For example, "Your technician is running about 30 minutes late; we will send another update if the window changes." Avoid fake precision or implied real-time tracking when the system does not have it.
Something to build on · 03
Respect consent and communication preferences
Transactional appointment messages and marketing campaigns serve different purposes and may have different consent requirements. Staff need to know which channel is permitted, how opt-outs are handled, and what happens when a message fails.
Something to build on · 04
Make responses part of the record
A customer who replies with an access code or says the property is vacant should not be ignored. If two-way messaging is offered, test how responses are routed, stored, and surfaced to the office.
Example to try: A repair is delayed by parts pickup. Instead of silence, the office updates the expected arrival window and offers a clear way to reschedule.
Something to build on · 05
A practical checklist
- Write a confirmation with date, realistic window, site address and reply instructions.
- Move the job and verify an outdated reminder is not sent later.
- Test opt-out behavior and message failures with a non-production number.
- Separate marketing preferences from legitimate operational communication rules.
Good questions
What else would
you like to know?
Does it send SMS and email?
SendGrid and Twilio are intended providers. Actual sending, consent controls, and available message types must be verified.
Will customers see a technician on a map?
Location-sharing is a separate optional capability requiring evidence, consent, and privacy review.
Can marketing messages use the same consent?
Not automatically. Promotional communications require their own compliant consent and suppression process.