Customer Communication
Customer Communication is the voice that confirms appointments, follows up on open quotes, chases overdue invoices in your tone, checks in after the job, and wins back customers who went quiet — all of it on a schedule, none of it harassing.
- Sends quote follow-ups on a set cadence — 24 hours, then 3, 7, and 30 days — and stops the moment the quote is accepted
- Works overdue invoices in tiers — a gentle reminder, then firmer, then a final notice — never threatening legal or collections; that call is escalated to you
- Confirms upcoming appointments so fewer customers no-show
- Checks in after the job is done and re-engages customers who have gone quiet
- Answers routine customer questions (ETA, rescheduling, job status)
- Handles disputes by gathering the facts and escalating to you
- Writes in the voice you calibrated during onboarding
Tone samples you provide during onboarding (or refine later) shape every outbound message. It never sends more than one message per conversation a day, never duns on weekends or outside 9am–7pm the customer’s time, and stops a sequence the instant the quote is accepted or the invoice is paid. Message previews are available on Today; aggressive, unusual, or legally sensitive replies always escalate for your sign-off.
The money you leave on the table is almost always in follow-through. Quote follow-ups that don't happen, invoices that age past 60 days, customer questions that go 48 hours without a reply. Customer Communication runs that follow-through even when the crew is ten hours in on a job.