To customer · draft
The water heater is in. Pickup slips to Thursday 4pm.
From Tekmetric · not sent yet
Stay in the loop
The file moved. The customer did not hear. They call, they review, or they no-show the pickup. Tekmetric, CCC, ServiceTitan already know the status. Nobody sends the text.
Agents see the move, draft the update in your voice, and log that it went. A person still sends it until you trust it. Bad news stays a human call when it should.
Tekmetric
ServiceTitan
Jobber
CCC ONETo customer · draft
The water heater is in. Pickup slips to Thursday 4pm.
From Tekmetric · not sent yet

'Parts ordered' in the file is not the same as telling the customer the car slips a day.
If the update only lived in a tech's iMessage, the shop still does not know.
A delay text can be a draft. A totaled car or a flood is a person. Permissions say which.
A person still sends it until you trust it.
More in stay in the loop
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