Stay connected
Keep service conversations attached to the customer
Bring two-way SMS, outbound email events, templates, and QUO call activity into the customer workflow without pretending every channel works the same way.
Every call captured
Calls, voicemail, and recordings in the timeline
Missed-call and voicemail activity lands beside the customer record so nothing falls between shifts.
Owned, not orphaned
Conversations connect to customers and jobs
Two-way SMS threads attach to the record they’re about — with consent and quiet hours enforced.
Follow through
Follow-ups where you’ll actually see them
Templates, reminders, and tasks keep the next touch beside the work, not in a separate app.
Capability
What the workflow includes
- Two-way SMS and consent-aware messaging
- Outbound email with delivery and bounce status
- QUO call, missed-call, voicemail, and recording activity
- Templates, merge fields, notifications, and follow-up tasks
How it moves
One path, four handoffs
- 01
Receive
Capture calls and inbound text messages.
- 02
Own
Connect the conversation to a customer or request.
- 03
Respond
Use the appropriate channel and approved template.
- 04
Follow through
Keep the next task beside the work record.
One connected system
It doesn’t work alone
Communications shares records with client crm, requests, jobs and the rest of the platform — one login, one customer record, one operating loop.
Put communications inside the same operating loop.
Start with the core workflow today, then add operational depth as your crew grows.