In this step-by-step guide, we'll explore the process of texting customers within Chariot, focusing on efficient two-way communication. Whether you're sending automated messages or engaging in ad hoc conversations, Chariot makes it easy to connect with your customers.

To text a customer, locate their job, go to actions, and select "Send Text." The text screen displays a list of customers on the left, and clicking on them reveals the text history, akin to smartphone messaging apps.

Engaging in conversations is straightforward. Compose a message, hit send, and if the customer responds, you'll be notified with a count of unread texts. Easily mark messages as unread for follow-up or team collaboration.

Spot unread texts with a dot indicator. Clicking into these messages reveals the content. Mark them as unread for later attention, maintaining a clear overview of pending interactions.

Efficiently navigate between text messages and associated jobs. Clicking the three lines in the bottom right provides a quick view of all customer jobs, allowing seamless transitions between conversations and job details.

Many users find Chariot's texting feature invaluable for accelerating sales processes and coordinating information with customers before and after jobs. Share your feedback with us to help us enhance your experience further.

In conclusion, Chariot's texting functionality empowers you to connect with customers effortlessly. Whether you're sending automated updates or engaging in personalized conversations, Chariot ensures a smooth communication process throughout. If you have any suggestions for improvement, we're eager to hear from you.