One thread per customer.
No login. No portal.
Texts, emails and enquiries land in one thread per customer, next to their quotes, visits and payments. Replies arrive drafted for your tap — and everything you send them is a clean link that just opens, in their language.
Get early accessText-back sent automatically. They replied: "Hi, need my gutters cleared before the rain — how much roughly?"
"Can we move Tuesday's visit to the afternoon?" — reply drafts in her language.
The assistant reads the message and writes the reply you'd probably write — you tap send, or edit, or ignore it.
A customer writes in Spanish; you read it in English and your reply goes back in theirs. Nobody thinks about it.
Your customer never makes a login. Quotes, approvals, invoices and receipts are links that simply open.
Every job, message and payment for that person, in order. No database to maintain — it builds itself.
A database you feed
Custom fields, tags, imports — a filing cabinet that's only as good as the admin you keep doing.
A memory that builds itself
Every quote, message and payment files itself under the right person. You never enter data; you just work.