How Do I Direct Message My Customer on ServiceTasker?


On ServiceTasker, the first message a customer receives from you is automatically sent when you submit your quote. After that, you can continue the conversation through direct messages to clarify details, answer questions, or follow up.



Here’s how to send a direct message to a customer:


Step-by-Step: Sending a Direct Message






  1. Go to Your Inbox
    Log in to your ServiceTasker account and open the Inbox. This is where all your customer conversations and job-related messages are stored.


  2. Select the Customer or Job
    Click on the relevant job or customer from your list to open the conversation thread.


  3. Compose Your Message
    In the message field, type your message. You can use this space to:



    • Answer customer questions


    • Provide additional details about your quote


    • Clarify timelines, availability, or job requirements



  4. Send the Message
    Once ready, click the Send icon to deliver your message instantly.


  5. Track Message Status
    After sending, message indicators (such as ticks or status updates) may show when your message has been delivered or viewed, helping you stay on top of your communication.


Helpful Tip





While chatting with a customer, you can easily refer back to the job details or review your original quote directly from the conversation. This makes it easier to stay aligned and respond accurately.



Remember to give customers enough time to consider their options. Friendly, respectful follow-ups show professionalism and can significantly improve your chances of being hired.

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