Artifex Ops · Demo

Estimate follow-up texts

SAMPLE DATA · NO REAL TEXTS ARE SENT

Customer texts can go out in English or Spanish. You send an estimate, and the customer gets a short, friendly check-in on day 2, day 5, and day 10. As soon as they text back, the follow-ups stop and you get a heads-up.

Estimates out sample jobs

    + Add an estimate

    Follow-up plan

      How it works for your shop

      1. When an estimate goes out (from your CRM, a form, or a quick text to us), the customer is added to the list.
      2. Texts go out from your business number, in your words. You approve the wording once.
      3. If the customer replies, calls, or the job is marked won or lost, the texts stop on their own.
      4. You get a heads-up so you can take it from there yourself.

      What it would plug into for real

      • Your CRM, or wherever your estimates go out, so a new estimate starts the texts on its own.
      • A texting service on your business number.

      How to turn it off

      One switch stops all follow-up texts, and estimates go out like normal. New setups start in test mode, where texts go only to your own phone until you're happy with them.

      Customer's phone