FieldQuo

Messaggi

Facebook, Instagram e WhatsApp, il dipendente IA, SMS, email e la receptionist.

18 articoli

  1. The Messages inbox Solo in FieldQuoWhere your Facebook Page, Instagram and WhatsApp Business conversations land, how they are grouped, and what every button on the screen does.
  2. Connecting your Facebook Page and InstagramThe one connection under Settings → Meta Ads that lets FieldQuo post to your Page and Instagram and, once Meta approves it, answer their messages in your inbox.
  3. WhatsApp Business messages Solo in FieldQuoYour own WhatsApp Business number answered in the same inbox as Facebook and Instagram, with the 24-hour rule WhatsApp itself enforces — coming soon: built, and waiting on Meta's approval before any company can connect a number.
  4. Conversation status and who is looking after itThe four statuses a conversation moves through, what snoozing does and when it comes back, how the outcome differs from the status, and how to hand a thread to one person.
  5. Private notes and the temperature chipHow to leave a note only your team can read, why a note is not an answer, and how the Warm 35 chip on every conversation is scored from what the person actually did.
  6. The AI employee: drafts you approve Solo in FieldQuoHire an assistant for one job — closer, receptionist or tech support — that answers a customer's message from your own price book and material, writes a draft, and waits for you to send it.
  7. The monthly review of your inboxWhich conversations became jobs, how fast each was answered, and who was never answered at all — one month at a time, with an optional FieldQuo AI read of what the winners did.
  8. The two texts your clients getThe On my way text and the appointment reminder — when each is sent, the fields you can use, how the wording follows the client's language, and what FieldQuo does not text.
  9. Email templatesThe block editor behind the emails your follow-up rules and email campaigns send, the merge fields it understands, and what the Active badge does and does not decide.
  10. Follow-up rulesChase an unanswered enquiry, a quiet quote, an overdue invoice or a finished job by email, automatically, on a delay you choose — and what stops each rule.
  11. Notifications for you: email and browserThe three company-level alerts FieldQuo can email the owner about, the appointment-reminder text setting that lives on the same screen, and browser notifications per person and per browser.
  12. Send email from your own domainVerify a subdomain once and every quote, invoice, receipt and follow-up goes out from quotes@your-domain instead of FieldQuo's shared address — and where replies land.
  13. The phone receptionist Solo in FieldQuoAn AI receptionist on a local number: what it does on a call, how to set it up in seven cards, what each control changes, what a minute costs, and what nobody else's pricing page lists.
  14. The receptionist's call logEvery call the receptionist took or placed: what was said, what it produced, what it cost — grouped into Needs you, Waiting on you and Archived, with the recording, a draft quote and a callback one press away.
  15. Quote callbacks Solo in FieldQuoThe assistant rings a client after their quote goes out, the day before a visit, and on a new enquiry — which quotes, the eight checks before it dials, the consent it needs, and the card that says why a quote was not called.
  16. The crew inbox: photos and updates by text Solo in FieldQuoYour crew text photos and notes to one number and they file themselves to the right job — no app, no login. The setup panel, the queue of photos that need a person, what each text costs, and who sees what.
  17. Team chat Solo in FieldQuoThe company talking to itself: #general for everyone, a room per active job for the crew booked on it and the office, direct messages, @mentions that reach a phone — and nothing that leaves the company.
  18. Texting clients: what is automated and what is notExactly two texts reach your clients — On my way and the appointment reminder — in the client's language, with your wording if you set it. What triggers each, what is not texted, and what happens when a client replies.