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Create and log task from incoming SMS messages

Create and log task from incoming SMS messages

Your inbound SMS messages for moves aren't logged as tasks, so customer requests and service notes get lost and follow-ups stall. You capture and assign each SMS to an agent for same-day follow-up.

Create and log task from incoming SMS messages

Overview

When customer texts arrive unlogged, move coordination stalls and agents lack context. This workflow turns each inbound SMS into a recorded, assigned task so your office manager and field crew can respond same day and avoid missed service windows.

Create and log task from incoming SMS messages