Category Archives: Communicating with clients
What is RB Connect Mobile?
As its name implies, RB Connect Mobile gives your clients and reporters access to your RB Connect on their smart phones and other mobile devices. You clients can do everything they do online but in an environment designed for the much smaller screens of mobile devices. …
Keep your text messages brief & to the point
When crafting SMS messages in RB, keep in mind that different carriers have different character limits for text messages (some as short as 67 characters for Subject and Message combined). If your message is too long, it will be truncated and missing important information. …
Does the new consumer privacy act apply to you?
A new state law, the California Consumer Privacy Act (CCPA), went into effect this month, and even if you are not a California business, it might affect you. …
How to add a credit card payment option to invoices
Change your invoices to include a credit card payment box and a customized invoice message. …
Mobile-ize your office & meet your clients where they are
Now you can offer clients your own time-saving app that puts your office on their smartphones. …
Automate your support system: Job change requests
RB8’s Support Ticket System gives your clients and resources a way to easily communicate with your office and retain a “paper trail” of their communications. …
Automate your support system
Use RB Web’s Support Ticket System to communicate between your office and your clients and reporters. …
Email request acknowledgment as soon as job is set
When you receive a new job request from a client, it is a good practice to send an acknowledgment to let the client know that you have received the request and will call a day before to reconfirm the job. …
Email cancellation confirmation as soon as job is cancelled
When a job is cancelled or rescheduled by a client, it is critical to send a confirmation to let the client know that the original job setting has been cancelled by the client. This will protect your firm from a possible law suit in the future. …