Useful customer history
Keep contact details, repair records and invoices accessible to authorized team members.
Keep the conversation connected to the job. Give your team the history they need and customers a clearer way to follow their work.
Keep contact details and repeat repair history in reach.
Use the portal and configured email or SMS channels.
Review previous work, warranty records and follow-up tasks.
Keep contact details, repair records and invoices accessible to authorized team members.
Let customers review eligible repair, invoice, appointment and warranty information through their customer hub.
Bring configured email and SMS into the customer workflow, with consent and delivery status.
Use customer tasks and configured rewards or follow-ups to support repeat visits. Review consent before sending marketing.
Sender accounts must be connected and configured. Provider charges and enabled messaging add-ons are separate.
No. Portal access is scoped to the authorized customer context, and staff access follows workspace permissions.
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