Send. Sign. Done.
Branded email and SMS sent from inside the platform. E-signatures on every estimate and contract. Customers respond, you stay in one tool, and the whole conversation lives on the customer record.
Email That Looks Like You.
Estimates, invoices, scheduling notices, and follow-ups go out from a sender the customer recognizes. Open and click tracking flow back to the timeline so you know what landed.
- From your domain with proper SPF, DKIM, and DMARC alignment
- Templates for estimates, invoices, scheduling, and follow-up
- Open and click tracking on the customer record
- Reply-to threads back into the timeline
Outbound Today Live
Text the Customer. Without a Second App.
Send arrival windows, delay updates, and payment confirmations as text messages. Replies thread to the customer record so the office sees the conversation the field had.
- Powered by Twilio with carrier-compliant short codes
- Templated arrival, on-the-way, and payment notifications
- Inbound replies captured to the customer timeline
- Crew-level send so the field can text from the same number
- Opt-in and opt-out handled for compliance
SMS Thread Sarah K.
Sign Online. Convert in One Click.
Estimates and contracts go out with a built-in signature block. Customers accept from a phone or laptop. The signed PDF, the timestamped audit trail, and the IP address attach to the record automatically.
- Built-in e-signature on every estimate and contract
- DocuSign integration for teams that already use it
- Timestamped audit trail with IP and device captured
- Signed PDF stored on the customer record
- Acceptance triggers job creation, deposit collection, and scheduling
EST-1042 Awaiting Signature
Communications, Answered.
Can email come from our domain?
Yes. Add SPF, DKIM, and DMARC records and outbound mail sends from your domain with proper alignment. We walk you through the DNS records the first time and verify deliverability before you go live.
How does SMS billing work?
SMS rides on Twilio. We pass through messaging costs at-cost and bill them with your subscription. Most customers see a few dollars a month at typical volumes.
Are inbound replies captured?
Yes. Email replies thread back to the original message on the customer record. Inbound SMS lands on the same record so the office and the field see the same conversation.
Do you support DocuSign or only the built-in signature?
Both. The built-in signature handles most estimates without extra cost. DocuSign integrates for teams that already use it for contracts, NDAs, or longer agreements.
Can crews text customers from their own phones?
Yes, and the message still posts to the customer record. The platform routes through a shared business number so customers reply to the company, not a personal phone.