CLIENT UPDATES

Customers hear how the job is going before they pick up the phone.

The progress, photos and schedule changes you already record become a regular update in your name. Routine news goes out on schedule, and a delay or anything about money waits for your OK.

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THE JOB TODAY

Your crew knows the schedule changed. The customer doesn’t.

The inspection moved, you told your crew, you fixed the schedule. Nobody told the customer, so they drive past, see nobody there, and call you mid-task to ask if the job stalled. A delay they find on their own costs you more trust than the delay itself.

WHAT WE AUTOMATE

Updates written from the work that already happened

Drafted from the day’s work

The photos your team takes and the notes and schedule changes you already record get drafted into an update for each customer. Routine updates go out on the day you set, and a delay or a money question comes to you before the customer sees it.

Explaining the same delay twice

You stop putting down the work to explain a schedule change you already told your crew about. You stop rewriting the same progress note for your office and anyone else who asks.

Read the guide for home builders

HOW WE INSTALL IT

Four steps, and you’re never locked out of your own systems.

  1. A free discovery call, where you walk us through a normal week.
  2. A written plan: exactly what we’ll build and in what order, credited in full toward setup if you move forward.$500written plan, credited toward setup
  3. Build: we build it inside the accounts you already use, QuickBooks, email, your calendar.
  4. Go live. You review what matters, and we run the rest.

WORKS WITH

Sent from your email and number, not a new app

Updates go out through your Gmail or Outlook and as texts from your own business number, with photos pulled from Google Drive or SharePoint. If you run jobs in JobTread, the schedule and notes there feed each update.

FAQ

Questions about client updates

What if the news is bad?
Bad news is the update that matters most, and it never goes out on its own. A delay, a change order or anything touching money comes to you to review and approve, so you choose the words. The draft is ready the day it happens, instead of after the customer notices.
What happens when a customer replies to an update?
The reply lands in your inbox or on your phone like any message from them, because the update came from your accounts. The system doesn’t hold a conversation in your name. A customer who writes back with a question is talking to you.
What goes out in a week when nothing much happened?
You decide on the call. It can send a short note on what got done and what comes next, or hold that week’s update for you. A quiet week is when customers start to wonder, so silence is the one update to avoid.
My crew forgets to take photos. Does this still work?
It works with what you give it. Notes and schedule changes alone make a useful update, and photos make it better. On the call we look at what your team records today and pick the smallest habit that fills the gap, such as one photo per job at the end of the day.

MORE WE AUTOMATE

The other five kinds of work we take off your plate.

Solutions

Let customers hear it from you first

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