Category Archives: Communicating with clients
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. …
Confirm next day’s jobs by email
Instead of calling each client to confirm the next day’s job, send confirmation request emails to all clients at once first thing in the morning. …
Printing form letters to contacts
Use RB8’s extensive variety of form letters to streamline your correspondence to contacts. …
Send clients their job calendars
Send clients their job calendars by email with virtually no effort on your part. …
Send text messages from RB8
Use RB8’s Short Message Service (SMS) text messaging to send a short message to someone’s cell phone. It’s easier than texting from a cell phone and faster than calling. …