Communication: overview
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.