⭐️ Chat is only available on the Business Subscription plan.
Why use the chat feature?
We value accessible communication, and we know clients do too! This feature allows you to connect with your clients directly on the estimate. Clients often have questions regarding their estimates, and we've made it easier for you to chat.
The motivation behind the chat feature is to give the estimator and customer clear lines of communication. When communication is simplified between the estimator and client, the more likely the sale will be closed - win, win.
How does the chat feature work?
When your client receives an estimate, a "chat" button will show up in the bottom right-hand corner, and they can send a message to your estimator if any questions come up. These messages will go directly to the estimator via email notification.
This system is like a customer support feature that can be seen on websites for help. In this case, you can be available to address questions or concerns immediately. When you reply to a chat message, the client will receive an email notifying that you have responded.
You can reply to customers via email, or chat within PaintScout -- either way, the conversation will be tracked on the estimate.
Steps for using Chat:
1. Send your estimate to a client.
2. If your client has questions, they can tap or click on the chat feature in the bottom right-hand corner of their screens.
3. Once the client has sent a message, you'll receive an email notification, and you can respond through the received email. It's the same process for clients; they can reply again through the received email notification if need be.
4. All responses will show up in the chat box on the estimate, clients have two options; they can reply via email or they can respond directly in the chat box!
Chat Notifications
1. Click the person icon in the top right of your page and go to your Your Profile > Notifications section.
2. Select the checkbox for New Messages.
Read Receipts
You can see when a customer has viewed your chat message. Navigate to your estimate > click the sidebar > Chat > hover over the checkmark to see when your message was read. Read receipts are not available on your customer's end
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Setting an Away Status
➡️ Skip to the 4:34 timestamp in the video below.
1. Click the person icon in the top right and go to your Account Settings > Communications > Chat section.
2. Add your away status. If you would like your status to always show, toggle the switch on.
