Communication: overview
This video is coming soon
The written steps below already work. Come back to watch it.
The inbox, mailbox and texting, templates, broadcasts and notification rules, the daily summary email, job-site weather, storm center and the AI receptionist.
The steps, written out
- Storm center: Hurricane & severe-weather mode for South Florida job sites
- Inbox: Customer conversations by email and text. Replies to what you send arrive here.
- Job-site weather: Hourly National Weather Service forecast for every active job site, next 12 hours. Threshold 30 mph (wind or gusts).
- Outbox: Every email, SMS and WhatsApp message the platform generated. DEMO — not actually sent
- Mailbox and texting: Your own Gmail or Microsoft 365 mailbox, the shared team inbox, templates and texts.
- Templates: Bilingual templates used by billing, dispatch, safety, sales and the Storm Center. Variables in {{double braces}} are filled automatically.
- Broadcasts: Send one message to a whole audience: customers with active jobs, a county, or all crews
- Notification rules: What triggers which message, to whom and on which channel
- Daily summary email: A morning summary of yesterday, today and this week, e-mailed to the owner
- Notifications: Alerts for your role — new leads, approvals, assignments, safety and billing events
- Staff alerts: Who is told what, when — plus channel and language preferences
- AI receptionist: Answers missed and after-hours calls, takes the details, creates the lead and books the visit
Tip
Communication brings email, texting, notifications and templates together.