Work 09 / 10

Messaging

Customer and team communication tied to the order it belongs to.

What it does

Messaging keeps conversations attached to the order or customer they are about. The thread about a delivery date lives on the order, not buried in someone's phone.

Anyone picking up the work can read what was said and promised, without asking around.

  • Conversations attached to the work
  • Customer and team in one place
  • Nothing promised gets lost
Connects to 02

Data from Messaging flows straight into 2 other modules. Nothing is typed twice.

  1. 02

    Orders

    Quotes, orders, and fulfillment in one thread from first contact to delivery.

  2. 04

    CRM

    Every customer, conversation, and job history in one place.

In use at 02

Start with the friction.

A 15-minute demo. You tell me what's slow; I show you how I'd fix it. You work directly with me, start to finish.

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