Customer Communications Overview
See what Customer Communications does in FieldPulse — email and SMS templates, automatic triggers, and one place to review every message your team sends.
Job Confirmations Overview
See the email and SMS job confirmations your customers receive in FieldPulse, what you can customize, and when they send.
Setting Up Automatic Communication Triggers
Set up automatic triggers so FieldPulse sends the right email or SMS template at a step you choose in a job, estimate, invoice, or payment.
Setting Up Email & SMS Templates
Build reusable email and SMS templates in FieldPulse that auto-fill with job and customer details, set your email sender defaults, and attach files.
How to Send Communications to Customers
Send an email or SMS template to a customer from a job or customer record in FieldPulse, attach a photo, and text a live trip tracking link on the way.
Customer Notification Preferences and SMS Opt-Out Details
Check what a customer’s STOP reply blocks in FieldPulse, how the opt-out appears on Engage and non-Engage accounts, and why only they can resubscribe.