AI client communication software
Claude reads your services, client history, work order details, and calendar to draft perfect SMS messages, emails, and job summaries. Customize AI behavior per organization with custom instructions.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
- Live in 5 minutes
- No setup fee
- No long-term contract
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
The 10-minutes-per-email tax
Writing professional client communications takes time that service business owners do not have.
Generic Templates That Sound Robotic
Pre-written message templates do not know your client's name, their service history, or what job was just completed. Every message needs manual editing to sound professional and personal.
Hours Spent on Follow-Up Messages
After completing a job, technicians and office staff spend 15 to 30 minutes per client crafting appointment confirmations, completion summaries, and payment reminders. Multiply that by 20 jobs per day.
Inconsistent Communication Quality
When multiple team members write messages, tone and quality vary wildly. One technician sends a one-line text while another writes a detailed professional summary. Clients notice the inconsistency.
From context to draft in 30 seconds
- 1
Enable AI Features for Your Organization
Toggle AI email, SMS, and work order summary features on or off from your organization settings. Add optional custom AI instructions that guide the tone and style of all generated content.
- 2
Click Draft on Any Client or Work Order
AI Draft buttons appear on client detail and work order detail pages. One click sends your full business context to Claude, including client history, services, notes, and calendar data.
- 3
Review and Edit the Draft
Claude generates a ready-to-send SMS or email draft based on the specific context. Review the content, make any tweaks, and send directly from the CRM.
- 4
Generate Work Order Summaries
After a job is completed, generate a professional summary that includes what was done, materials used, technician notes, and recommendations. Attach the summary to the work order or send it to the client.
Where AI plugs into your day
Full Business Context Builder
The AI context includes your organization details, service catalog, client profile, work order history, activity log notes, and upcoming calendar events. Every draft is tailored to the specific situation.
Custom AI Instructions Per Organization
Set business-specific instructions that shape every AI response. Tell Claude your preferred tone, common terminology, upsell strategies, or specific phrases to include or avoid.
SMS Draft Generation
Generate concise, professional SMS messages for appointment reminders, job completions, payment requests, and follow-ups. Each message stays within SMS character limits while including relevant details.
Email Draft Generation
Create detailed email drafts with proper formatting, subject lines, and professional sign-offs. The AI adapts length and formality based on the communication type and client relationship history.
Work Order Summary Generation
Transform technician notes into polished job summaries. The AI organizes scattered notes into a structured report covering work performed, parts used, condition assessments, and next-step recommendations.
Usage Tracking and Tier Enforcement
Each AI generation consumes one credit ($0.05). Usage meters on the subscription page show consumption in real time. Credits are blocked when tier limits are reached with clear upgrade prompts.
What each trade asks the AI to write
The service businesses that get the most out of this feature, and the specific way each one uses it.
AI drafting vs writing from scratch
Without it
With Smarfle
10 minutes per follow-up email × 20 jobs/week
30 seconds to draft, 30 seconds to edit and send
Generic copy that doesn't reference the customer's job
Drafted with full client + work order context
Inconsistent tone across team members
Consistent voice across every message your business sends
Drafts get stuck in 'I'll write it later' purgatory
Draft button is one click on every client and work order page
Before and after AI drafting
Same job, two follow-up emails. The AI draft pulls real context from the work order.
WITHOUT, owner types from scratch
Hi, just following up. The job is done. Let us know if you need anything., Acme HVAC
WITH, AI Tools draft
Hi Sarah, just confirming your AC tune-up is complete. We replaced the capacitor and topped off the refrigerant, your system is running 12% cooler than before. Your invoice for $185 is in your portal. We've scheduled your next maintenance for October, we'll send a reminder closer to the date. Reply with any questions., Mike at Acme HVAC
Same job, two emails
See how AI drafts look for a plumbing company, including context-aware SMS messages, professional emails, and work order summaries.
156 this month
Drafts Generated
3 seconds
Avg Draft Time
94%
Send Rate
- Ready
Appointment Reminder for Johnson
Hi Tom, your drain cleaning is confirmed for Tuesday at 2 PM. Our tech Mike will arrive in a marked van. Reply STOP to opt out.
- Sent
Job Completion for Garcia
Hi Maria, your water heater install is complete. Mike tested all connections and everything is working properly. Invoice #0124 sent separately.
- Draft
Follow-Up for Chen
Hi David, just checking in on the kitchen faucet we replaced last month. Let us know if you have any concerns. We are here to help.
AI questions
What information does the AI use to generate drafts?
Can I control the tone and style of AI-generated content?
How much do AI credits cost?
Can technicians use AI features in the field?
What an AI credit costs
All plans
AI-Powered Communication at Scale
AI tools are available on every plan, including Solo. Each generation costs $0.05 per credit, deducted from your prepaid wallet balance in real time.
$0.05 per AI credit
View all plansWhat the AI reads from
Ready to try AI for SMS, Email, and Summaries?
Start your 14-day free trial. No credit card required.