Every customer message, in one inbox
Texts, emails, missed calls, voicemails, requests, reviews and website chats land in one conversation per customer, for the whole office to see.
Ana Torres
2 days ago · Google
Luis came out the same afternoon I called, explained exactly why our thermostat kept short-cycling, and had a new one wired up in under an hour. Fair price, and he cleaned up after himself. We'll be calling Bright Air for our fall tune-up.
Drafted by Flo
From the review and her last jobGoogle rating
4.9
212 reviews
- 5196
- 412
- 32
- 21
- 11
The short answer
What is a unified inbox for a service business?
A unified inbox collects every message customers send, on any channel, in one list the whole office shares. ServFlo's Inbox groups texts, emails, missed calls, voicemails, requests, Google reviews and website chats into one conversation per customer. It's on every plan, starting with Core ($49 a month); calls and voicemails need the phone system add-on.
One conversation per customer
Texts and emails in order, with calls, requests and reviews as cards between them.
Shared by the office
Open a conversation and it's read for everyone, so two people don't answer the same text.
On your phone too
Office users and technicians with their own line get an Inbox tab in the ServFlo app.
What lands in the Inbox
Everything customers send your business, whatever the channel, grouped by customer. Reminders and confirmations ServFlo sends for you stay in the message log, out of the way.
- Texts to your business number, and your team's answers
- Replies to your emails, and mail sent to your ServFlo email address
- Missed calls and voicemails with their summary or transcript (with the phone system add-on)
- Requests from your website, booking page, customer portal and AI receptionist
- New Google reviews and reviews left in ServFlo
- Website chats in which the visitor wrote something
Ana Torres
2 days ago · Google
Luis came out the same afternoon I called, explained exactly why our thermostat kept short-cycling, and had a new one wired up in under an hour. Fair price, and he cleaned up after himself. We'll be calling Bright Air for our fall tune-up.
Drafted by Flo
From the review and her last jobGoogle rating
4.9
212 reviews
- 5196
- 412
- 32
- 21
- 11
Answer from anywhere
Reply by text or email from the same conversation, on the computer or in the app.
- Filter by texts, emails, calls, requests, reviews or website chats
- Show unread only, or search by name, number or email
- Save an unknown number to a new or existing customer in two clicks
- Texts sent late wait for the end of your quiet hours, and the app says when they'll go
- Owners, admins and dispatchers see every conversation and can answer
JOB-1047 · 10:30–12:00
Dev Patel
82 Linden Ct, Springfield
Why you're here
AC runs but upstairs won't drop below 80°. Side gate code 4412.
Checklist · 2 of 3
- Check refrigerant pressures
- Clean condenser coil
- Test run capacitor
Photos
Personal lines
Give a technician or office member a number and an email address of their own, and their conversations come to them.
- A number of their own (with the phone system add-on), or keep everyone on the business numbers
- A personal ServFlo email address for everyone, like "Jane at Bright Air"
- Texts and calls to their number reach only them; customers never see their personal cell
- A reply on the business number goes to whoever texted that customer in the last 14 days
- The office sees every line, marked with whose it is; technicians see only their own
Flo
Bright Air Heating & Cooling
Send 6 payment reminders
Text and email with a pay link · uses 6 texts
Questions, answered
Something else on your mind? Ask us and a person will answer.
Can my whole team share one business texting inbox?
Yes. Owners, admins and dispatchers see every conversation and can answer. As soon as anyone opens a conversation it's read for everyone, and the red count shows conversations nobody has opened since the customer's latest message.
What happens when an unknown number texts us?
It gets a conversation of its own that says the number isn't saved to a customer. Click New customer, or add the number to an existing customer, and its texts, calls, voicemails and requests move into that customer's conversation. Saving a number doesn't count as permission to text.
Will automated reminders fill up the Inbox?
No. Reminders, confirmations and requests your own team created don't appear as Inbox items. They're in the message log, with the exact words sent and when.
Can technicians text customers without using their personal cell?
Yes. Texts go from the business number by default, or from a number of their own if you give them one with the phone system add-on. Calls from the ServFlo app show the ServFlo number, not the tech's personal cell.
Is there a mobile app for the Inbox?
Yes. In the ServFlo app, office users have an Inbox tab with everything customers send, and technicians with their own line see their own conversations. Reply by text or email from the phone.
Do texts cost extra?
Every plan includes a monthly allowance of texts. Past it, texts are 2.5¢ per message segment, and your billing page shows how many you've used this month.
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