Customer Service
Customer Recap Emailer
Built for service pros whose clients forget the value they got and question the invoice.
We're finishing this app. Code and one-click deploy open with the Growth plan.
Or have us build it for you →What's included
The recap drafter, the client-facing history view, and the underlying code. Everything you click is real and ready to use with your own clients.
What it does
Turns your rough notes from an appointment into a client-ready recap email: what was done, what was found, what to watch for, and what comes next. Keeps a running history per client so the fifth visit references the first four.
What you'll need
Your client list with contact info and service history if you have it.
Rough notes from your last three or four appointments to seed the drafter.
A short style guide — how formal, how technical, first name or last name basis.
How to set it up
- 1Import your client list and any past service records you have.
- 2Paste in three or four sample notes so the drafter learns your voice.
- 3Set your default tone and preferred sign-off.
- 4After your next appointment, dictate or type notes; approve the draft and send.
- 5Review a month in and tighten the tone based on client replies.
How to make it your own
Bring your own vocabulary — what you call services, findings, and next steps.
Add photos or invoice line items to the recap.
Point the sender address to your existing email so replies come to you.
If this feels like too much
We can wire it up to your existing tools, load your data, and customize it for how your business actually works.
Have us build it