Win the job

Every call, text, and email in one place.

One timeline per customer, with the calls, texts, emails, and website chats in the order they happened. Anyone in the office can pick up the story.

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One story per customer

Calls, texts, emails, and chats on one thread

Every message to or from a customer lives under that customer's name, in the order it happened. The office sees the whole story on one screen, so anyone can answer like they took the first call.

Out for the day? Read two minutes of history and you are caught up. The tech at the door sees the same thread on the phone.

The whole office reads one thread
Customer · Dana Whitfield · (727) 555-0119
Call in
Tue 9:14 AMAC blowing warm since last night. 2016 unit, side yard. (2 min)
Text out
Tue 9:16 AM"Thanks Dana. We can send M. Ortiz Thursday between 10 and 12. Reply C to confirm." Delivered
Email out
Tue 9:18 AMEstimate E-1042 · $412 (capacitor + full check) PDF
Web chat
Tue 9:41 AM"Does the $412 include the full check?" Answered in 40 sec
Note
M. OrtizShe wants the whole unit looked at, not a patch.

Saved replies

Answers your whole team agrees on

Type two letters and pick the reply your best dispatcher wrote. Saved replies keep prices, windows, and promises consistent, whoever is at the keyboard.

A new hire sounds like a veteran on day one. The office keeps one voice, and every reply goes out from the customer's own thread.

An office team working together around a table
Reply · Dana Whitfield
on

Saved replies starting with "on"

On our way
"On our way. M. Ortiz arrives in about 20 minutes."
Offer: Thursday 10 to 12
"We can send a tech Thursday between 10 and 12. Reply C to confirm."
Estimate attached
"Your estimate is attached. Questions, call or text us back."
Send "On our way"

Sends as (727) 555-0100 · from Dana's thread

Consent, handled

It only messages people who said yes

ServiceLine keeps track of how each customer reached out and what they agreed to. Texts go to people who opted in. When a customer says stop, every channel stops.

Each send is logged to the customer's record, so you can show exactly when and how they said yes. That keeps your phone number healthy and your customers comfortable.

Opt-ins tracked per channel
Consent · this week
Dana Whitfield
Text yes · Email yes · Voice yesWebsite form · Mar 12
P. Nguyen
Text yes · Voice yesBooked by phone · May 3
T. Boone
Texts paused · Voice yesUpdated from his reply · Jun 21

Every send is logged to the customer's record.

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See it on your hardest day

Tell us the trade and the crew size. We will show ServiceLine on a real dispatch day, not a slide deck.