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SPECIALIST #04Active now

Customer Communication

Keeps the conversation going

Follow-ups running 24/7 — no one pulled from the truck

Confirms appointments, follows up on open quotes, and chases overdue invoices in your tone — on a schedule, never harassing.

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Included on
CorePlusPro
Keeps the conversation going
What it does

Meet your Customer Communication Agent

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
How it supports you, in action

From a trigger to a message in your voice

User flow · Customer Communication
SystemSomething needs a nudgeAppointment booked, quote open, invoice overdue
SpecialistDrafts in your toneSounds like your shop, not a robot
SpecialistSends on a cadenceTimely, spaced out, never harassing
You / customerCustomer repliesLogged against the job automatically
Your callSensitive ones pauseComplaints & disputes wait for you
Works with the team

Where it sits in the line

Customer Communication is the shop's voice between the other specialists and the customer — it carries the message whoever raised it.

Feeds in
Sales
appointment confirmations
Bid Support
quote follow-ups
Cash Flow & AR
past-due reminders
Hands off to
You
complaints escalated
Value to the business

What it’s worth to the shop

The follow-up nobody at the shop has time for runs itself — so quotes don't die, invoices don't age, and customers always hear back.

Quotes stop going cold

Open estimates get a timely nudge in your voice, so the jobs you already bid actually close.

Invoices get paid sooner

Polite, scheduled past-due reminders chase the money without you being the bad guy.

You handle the hard ones

Complaints, disputes, and VIPs pause for your judgment instead of going out on autopilot.

In your voice
every message sounds like the shop
24/7
follow-up runs without a person on it
You decide
on anything sensitive
How you interact with it

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.

You stay in charge

What runs automatically vs. needs your approval

Runs automatically
  • Appointment confirmations and reminders
  • Quote follow-ups on a cadence
  • Routine past-due invoice reminders
Waits for you
  • Messages to complaint or dispute customers
  • Anything to a flagged VIP account
  • Messages containing a price or commitment

Routine follow-up is automatic; anything sensitive or off-pattern waits for your call.

How it helps the shop

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.

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