How do I message a customer?
For pros
A conversation opens when you accept a lead. Open the Messages tab, or tap Message on the lead. The customer and you are the only two people in it.
The first bubble is the customer's request, marked Request details. Type in the box and press Enter, or tap Send. Messages can be up to 1000 characters.
Beside the chat you see the lead: price, status, details, a link to Customer info and job total, and links to Request a credit and Report an issue. If the customer chose phone, View phone shows their number.
The Competition box shows how many pros the customer contacted and how many responded on this site. Use Insert a saved reply to drop in a saved reply.
If the customer has no account yet, the screen tells you messages cannot reach them and to call instead.
Related questions
- Why am I not getting leads?
- How to accept or decline a lead in the portal
- How do I accept or decline a lead?
- What do shared, exclusive and related leads mean?
- What can I see before and after I accept a lead?
- How do I update the status of a lead?
- How do I add a job total or a note to a lead?
- How do I set up automatic replies and saved replies?