OFFICE & CUSTOMER EXPERIENCE

Two-way texts

Keep inbound messages, replies and customer context together.

Preview the workflow Open workspace

Connected service setupConnect the messaging provider and company phone number for live texts.

Field technician reviewing job information on a mobile device — Two-way texts · connected to the work behind the record

A PRACTICAL EXAMPLE

A customer question or job update.

Click each step to see the information your team brings in, the review they make and the record they keep.

crewTendInteractive product preview · sample data

Connected work record

Prepare the record

A customer question or job update

Customer thread
company sender
consent and message text

Prepared for the field

What your team captures

Customer thread, company sender, consent and message text.

What your team does

Review the conversation and send through the configured provider.

What stays connected

A message history tied to the customer.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a customer question or job update. Review the conversation and send through the configured provider. The result is a message history tied to the customer.

What needs to be configured?

Connect the messaging provider and company phone number for live texts.

Product readiness Ask about setup

Can the whole team use the same record?

Office and field workflows share related company records within the access granted to each user. Keep sensitive internal notes separate from customer-facing documents and explicitly shared attachments.

Security & access

THE NEXT STEP STAYS CONNECTED