Message Library

Every customer text and email lives in one place, ready to use.

Find a message

1. Open Messages & Social → Communications. The Message Library tab is open. (0:00)
2. Messages are grouped by stage: Sales, Job Day, Billing, Thank You, Reviews, Service, Maintenance, Reseal, Referral, Marketing, Seasonal. Click a group to filter. (0:06)

Fill-in fields

• Messages use fields like {First}, {Areas}, {Date}, {Time}, {Total} and {PortalLink}. They fill in automatically for each customer. (0:13)
• Click Preview to see a message filled in with a real customer. (0:18)
• Use opens the text window for that message; Edit changes it; Duplicate makes a copy.

Write a new message with Claude

1. Click Write With Claude. (0:21)
2. Describe what the message should do, who it's for and its category.
3. Click Write It. Claude writes the draft and opens it in the editor.
4. Nothing is saved or sent until you review it and press Save. (0:28)

Customer Journey and Thank You Cards

• Customer Journey shows which message goes out at each step of a job. (0:32)
• Thank You Cards turns the best after photo of each finished job into a thank-you card with your review and customer-page links. (0:36)

Related

• Estimates and follow-ups
• Social posting