Keep Every Customer Conversation and Follow-Up Moving
Bring SMS, email, calls, voicemail, reminders, confirmations, nurture, and team handoffs together—then automate repetitive communication without losing the human context.
See calls, texts, emails, and follow-up in one timeline
Give the office a shared customer conversation so anyone can understand what was asked, what was promised, and what should happen next.
Shared team inbox
Work from one organized queue with unread, recent, and assigned conversations.
Multi-channel history
Keep SMS, email, calls, voicemail, notes, and attachments together.
Reusable snippets
Respond faster while keeping important details consistent.
Automate the routine touchpoints around every job
Use triggers and rules to nurture new leads, follow up on quotes, send appointment confirmations, request reviews, and reactivate past customers.
Event-based triggers
Start communication when a form is submitted, a quote changes status, a job is scheduled, or work is completed.
Human handoff
Create tasks and route conversations when a customer needs personal attention.
Communication follows the customer lifecycle
New inquiry
Respond quickly and gather the details needed to move forward.
Quote follow-up
Stay present while customers compare options and make a decision.
Appointment updates
Send confirmations, reminders, and service-day communication.
Post-job follow-up
Send receipts, review requests, maintenance reminders, and reactivation campaigns.
Communication and automation questions
Can SMS and email stay in the same customer conversation?
Yes. The unified conversation history keeps supported channels and customer context together.
Can workflows stop when a customer replies?
Workflows can use reply and status conditions so automated steps respond appropriately to customer activity.
Can the team step into an automated conversation?
Yes. Automation can assign a conversation, create a task, or notify a team member when human attention is needed.
Stay responsive without doing every follow-up by hand
Connect customer conversations and repeatable workflows inside The Service Pilot.