Create scheduled customer SMS from estimator outbound texts

Your estimator messages about arrival times are not reaching customers, creating confusion and unnecessary follow-up calls. Schedule templated SMS so customers get arrival updates same day.

Create scheduled customer SMS from estimator outbound texts

Overview

Estimators already send quick arrival updates; this captures those messages and turns them into scheduled customer SMS so dispatch and homeowners stay informed. The workflow schedules the right template and closes the originating task, producing same-day arrival notifications and fewer follow-up calls.

Create scheduled customer SMS from estimator outbound texts