Send customers short intake forms via SMS for field visits

Support agents lose pre-visit customer details when bookings don't prompt outreach, leaving field crews unprepared and risking failed visits. Ensuring field crews receive required pre-visit info.

Overview

Missing pre-visit details leave field crews unprepared and drive costly on-site delays. This workflow converts booking webhooks into SMS short links so customers complete eligibility and contact info before visits, ensuring field crews arrive with the information they need and reducing missed follow-ups.

Notable Features

Send SMS with short form link
Validate and format phone numbers
Route incomplete responses to support agents