Messaging a customer
Communicate directly with your customers to coordinate services and build relationships
1
Access customer messaging
Navigate to your customer profile and click on the messaging tab to start a conversation. You can message customers about upcoming services, schedule changes, or general inquiries.
C
Charles
Customer
WEDNESDAY, SEP 24
C
Hi Charles, Welcome to Niceyard. We plan to visit your home tomorrow!
7:49 AM
A
Thank you! What time should I expect you?
8:12 AM
2
Send effective messages
Write clear, professional messages that provide value to your customers. Include relevant details about services, timing, and any preparations needed.
Messaging Best Practices
- •Be clear about service timing and expectations
- •Provide advance notice for schedule changes
- •Ask about property access and special requirements
- •Share before/after photos when appropriate
- •Follow up after service completion
- •Keep messages professional but friendly
3
Manage conversations
Keep track of your customer conversations and use messaging to build stronger relationships that lead to repeat business and referrals.
C
We'll be there between 10-11 AM. I'll send you a notification 30 minutes before we arrive.
8:15 AM
A
Perfect! Should I prepare anything beforehand?
8:18 AM
C
Just make sure we have access to your backyard and any garden areas you'd like us to focus on.
8:22 AM
Conversation Management
- •Review message history before service visits
- •Set reminders for follow-up messages
- •Use conversations to identify upsell opportunities
- •Archive completed conversations to stay organized