Customers want to know when the tech arrives, whether the invoice is paid, and what happens next. This agent drafts clear portal-ready answers from the live job and invoice records so the office is not copying the same update into email all day.
What's Included
- Status answers: Plain-language updates from the job record.
- Invoice pointers: Where to view or pay an open balance.
- Next-visit notes: Upcoming scheduled work in customer language.
- Escalation path: Questions that still need a human.
How To Use
- Clone the client portal app on this page.
- Keep job and invoice statuses current.
- Ask the agent to draft customer replies.
- Publish approved updates in the portal or email.
Start from the home services portal and client portal prompts.