Your customers pick the channel. Your team still works one queue.
Every text, website chat, WhatsApp message and social direct message threads against the customer it belongs to — with their open jobs, last visit and balance sitting right there. The conversation stops being a scavenger hunt.
- Answer every channel from one screen, on desk or in the truck
- See who is on a thread before you type over them
- Finish the conversation as a booked visit, an estimate or a payment
- Tanya Whitfieldnow
The tech never showed for the 8 AM window
- Visitor · pricing page4m
Do you cover Springfield on weekends?
- Ridgeview Property Mgmt21m
Three units need duct cleaning
- northside.cafe2h
Sent a video of the walk-in cooler
Conversations scatter faster than the crew does.
Nobody chooses a channel to make your life hard — they use whatever is open on their phone. FieldOptimiz turns that spread of apps back into a single line of work your whole team can see.
The answer is already next to the question
Senders are matched to the customer the moment they write, so the open work order, the assigned tech, the last visit and the balance owed load with the thread. Nobody has to go looking.
- Customer, open jobs and balance load with the thread
- Part status and the assigned tech in plain sight
- Offer a slot or send a pay link without switching tabs
- Tanya WhitfieldPriya is replying
- Ridgeview Property MgmtAnswered
- northside.cafeClaim
Nothing sits in a queue nobody owns
Open threads show who is in them, who already replied and what is still waiting — across every channel at once. The silence where everyone assumed someone else had it simply stops.
- One queue instead of one app per channel
- Live ownership so replies never collide
- Claim, reassign or hand off in a click
What you get out of the box
The parts that usually need a second product
Messaging apps, internal handoffs and after-hours cover are part of the same queue, not bolt-ons with their own logins.
WhatsApp for the crews that live on it
Property managers and commercial accounts who only use WhatsApp land in the same queue as everyone else, with history intact.
Page and profile messages
Messages sent to your Facebook Page or Instagram profile route into the queue and get answered by whoever is on desk, not whoever has the login.
Internal handoffs, same place
Loop a dispatcher or the tech on site into the thread with a mention instead of copying the conversation into a group chat.
An AI that covers the gaps
Overnight and mid-job, the AI receptionist can answer first, qualify the request and hold the slot — then step back the second a human starts typing.
From “quick question” to booked work
It lands in one queue
Whatever channel the customer chose, the message arrives matched to their record and their open jobs.
Someone claims it
The first available person takes the thread with the full history already loaded — nothing to ask twice.
It turns into work
The conversation ends as a booked visit, a sent estimate or a paid invoice, logged against the customer.
Built for whoever picks up the phone
Wired into the rest of the day
The Inbox is not a standalone messaging app. It sits on the same records as your scheduling, dispatch and billing, which is why a reply can become real work in one step.
Included in your FieldOptimiz plan
The Inbox comes with the platform rather than as a separate seat or product. Only the messaging you actually send is metered, at the published rates.
Quote, invoice and get paid.
Start freeEverything a field service business runs on.
Choose CoreAutomate the busywork and grow.
Choose ProRun several businesses with a real call center.
Choose ScaleManage, brand and resell businesses for clients.
Choose AgencyGive every conversation one place to land
Put texts, chats, WhatsApp and social messages in front of the whole team — with the job, the tech and the balance already attached.