Notifications & Communication
LeadDuo ServiceHub sends the operational messages customers and staff expect, without forcing your team to manage every reminder and update manually.
Customer Notifications
Customer communication spans the full lifecycle from lead capture to payment and post-job proof.
- •Booking confirmations and reminders
ServiceHub can confirm new bookings and send reminder messages before the scheduled visit.
- •Quotes, approvals, and invoices
Quote delivery, follow-up, invoice messaging, payment reminders, and payment confirmations can all be triggered from the workflow.
- •Proof Pack and review requests
Completed visits can trigger client-facing proof delivery and review-request flows without starting a separate manual sequence.
Staff and Internal Notifications
Operational notifications also keep dispatch, office staff, and field teams aligned.
- •Assignment and update alerts
Staff can be notified about new work, reassignment, and important schedule changes.
- •Daily and workflow summaries
Internal summaries help managers and staff stay on top of the day's work without digging through multiple screens.
- •AI and routing handoffs
When automated flows detect intent or a needed handoff, the right internal notification can be created instead of relying on memory.
Templates, Timing, and Control
Communication stays tied to settings and workflow rules rather than ad hoc manual sending.
- •Template-driven communication
Business-approved templates are reused across bookings, quotes, invoices, reminders, and follow-up sequences.
- •Policy-based timing
Messages are triggered by real events like booking, invoice due dates, follow-up windows, or completed jobs.
- •SMS where speed matters
SMS can be used for abandoned widget recovery, urgent reminders, and short customer re-engagement flows when email is not enough.