Create Draft Estimates using Workflows

Create Draft Estimates using Workflows

Create Draft Estimates using WorkflowsPinnacle Ai
Published on: 01/05/2025

Estimates are an awesome way to move customers along and get them to acquire your services, which can be automated with your Workflows. But what if you need to make last minute changes? We’re glad to introduce that option!

System Updates
Create Appointment Note Action

Create Appointment Note Action

Create Appointment Note ActionPinnacle Ai
Published on: 18/02/2025

Every appointment is unique; as a business, you’ll encounter many of them daily. Tracking your client's needs and specifications before, during, and after the appointment is crucial to maintaining a satisfactory experience. This feature will help you with that, providing a seamless way to add notes to an appointment using workflows.

System Updates
Quick Replies for Facebook & Instagram Messages

Quick Replies for Facebook & Instagram Messages

Quick Replies for Facebook & Instagram MessagesPinnacle Ai
Published on: 02/12/2024

Keeping conversations clear and structured removes uncertainty from your customers and helps them engage with your business easily. With Quick Replies, you can provide predefined message suggestions that customers can easily tap to send, reducing the entry barrier for interactions and enabling quicker responses.

System Updates
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