Customer Portal
Your customers' account, in their pocket.
Customers pay invoices, check appointments, and see their equipment and agreements without calling the office. It carries your logo and colors, not ours.
- Pay invoices by card, with saved cards and receipts
- Appointments, quotes, and service history in one place
- Maintenance agreements with next checkup and payment status
- Equipment at each of their sites
- Sign in with a one-time code, no password to remember
- You choose which sections customers see
Online Booking
Let customers book from your website.
Add a Book Now link to your site. Customers pick a service and a time that works, and every request waits for your team to confirm before it reaches the schedule.
- Your service menu: repairs, tune-ups, and free estimates, each with its own duration
- Availability from real shifts, with minimum notice and daily limits
- Arrival windows, times of day, or exact start times, your choice
- Review queue with a suggested technician for each request
- Campaign tracking so you know which ads bring bookings
Two-Way Texting
Text customers from the same screen as the job.
A shared inbox for your company number. Every conversation links to the customer, and your team can see who's handling what.
- Shared inbox with unhandled, mine, and all views
- Picture messages in and out
- Automated reminders by service type, with quiet hours
- Opt-outs handled for you, including STOP and START replies
- Your number set up and registered with the carriers by us
RingCentral Phones
Know who's calling, and what the call was worth.
Connect RingCentral and every call is matched to a customer, logged, and recorded. Tracking numbers tie each call to the work orders and revenue it produced.
- Screen pops with the caller's account and balance before you answer
- Click to dial any number in ServiSuite
- Recordings on the customer's communication log
- AI call summaries with sentiment and follow-up flags
- Campaign and CSR reports: calls, bookings, and invoiced revenue by marketing line and by person
Also included.
Appointment confirmations
Confirm by automated call, text, or an email link the customer taps once.
Reviews
Connect Podium or Ask the Seal for reviews and reputation management.
Communication log
Calls, texts, emails, and notes on every customer, job, and work order, with follow-up reminders.