Customer texts
How to organize customer text messages
A simple system for keeping photos, addresses, approvals, and schedule changes tied to the right customer.
Keep business texts together
When customer texts share an inbox with personal conversations, job photos and approvals disappear quickly. A separate business number keeps each customer thread in one place and makes it easier to hand work to an office manager later.
Use the thread as a record
Keep the address, requested work, photos, schedule changes, and customer approvals in the same conversation. If a decision happens by phone, send a short written confirmation afterward. That gives both sides a simple reference without writing a formal document for every small change.
Turn messages into tasks
A message only becomes useful when someone owns the next step. Mark whether you need to call back, prepare an estimate, buy material, reschedule a crew, or send an invoice. Add a date when timing matters.
Keep the details without taking notes
NotesNumber sends your call transcript, summary, and action items to your email after the call.
See NotesNumber