Managed solution 03 · Customer Communication

Keep every customerin the loop.

Managed confirmations, reminders, job updates, review requests, and escalation messages that fire from real operational events—not someone’s memory.

Best for appointment, project, and field-service businesses

Three complete packages

Start where the outcome pays.

Each package defines the workflow, workload, and configuration included. Upgrade when the added volume or capability has a clear return.

Package 01

Reviews & Reminders

Configured around your business and supported as an ongoing managed service.

$49/ month
+$149 launch & configuration
Up to 250 messages/month
  • One reminder workflow
  • One review-request workflow
  • Approved SMS/email templates
  • Basic delivery summary
Request Reviews & Reminders →
Package 03

Complete Customer Lifecycle

Configured around your business and supported as an ongoing managed service.

$249/ month
+$599 launch & configuration
Up to 1,500 messages/month
  • Reminders, updates, and reviews
  • Up to six message types
  • Two connected systems
  • Monthly communication report
Request Complete Customer Lifecycle →

Package boundary: One location and the included monthly message volume. Marketing broadcasts, purchased lists, emergency notification systems, and regulated communications require separate review.

Common industry fits

Configured for the way your business works.

HVACConstructionRoofingAuto RepairDentalMed SpasRestaurantsProperty Management

Common connections

Keep the tools your team already uses.

JobberServiceTitanHousecall ProShopmonkeyDentrixClioToastBuildium

Connection availability and API limitations are confirmed during launch. A listed platform is a common fit, not a guarantee that every account tier exposes the required access.

Defined service

Clear boundaries make it reliable.

01Triggered by real events

Messages follow bookings, status changes, completion, or other approved system events.

02Human escalation included

Replies that need judgment are routed with context instead of guessed at.

03Templates are approved

Your team signs off on wording, timing, channels, and exceptions before launch.

04Carrier and app rules apply

Third-party messaging policies, licenses, and consent requirements remain in force.

When the package stops fitting

Move to a custom system—not a pile of add-ons.

If the operation spans unusual rules, several teams, inaccessible systems, or custom interfaces, we map it separately and provide one written implementation scope.

Explore custom systems →

Buying questions

Know what you are paying for.

What is included in the monthly price?

The monthly price covers the configured managed service, routine monitoring, standard support, and agreed operational updates within the package limits. External software licenses and material third-party usage costs are not included unless stated in writing.

Can a package be customized?

Light configuration around your hours, wording, routing, users, and supported connections is included at launch. New workflows, custom software, unusual integrations, or expanded business logic move to a separate scope.

Do we own the system?

These packages are managed services, so the monthly fee covers the live operation and support. If you need client-owned code, infrastructure, or a unique operating system, use the Custom Systems path and define ownership in the written scope.