The customer ledger, next moves and messaging your customers.
4 articles · 3 answers
In Call history, under Voicemails, and in the customer's message thread in the Pipeline inbox. Call history needs a business number, which starts on a paid plan.
Texting isn't part of the free trial. It starts when you pick a paid plan with a business number. During the trial, customer messages go by email.
Send them the portal link from the customer or the job. It is one page per customer with what needs them, their documents and their payments. In Settings, Company, Customer portal you choose what they can do. During the trial, send the link by email.