Client Communication

Manage all client communications from within InterioApp.

Email Integration:
Requires SendGrid setup in Settings → Integrations

• Send emails from client profile or job
• Professional branded templates
• Auto-attach PDFs (quotes, invoices)
• Email tracking (delivery, opens, clicks)
• Template library with personalization

SMS Messaging:
Requires Twilio setup

• Text messages to clients
• Appointment reminders
• Status notifications
• Bulk SMS capabilities

WhatsApp:
Requires Twilio WhatsApp setup

• BYOA (Bring Your Own Account)
• Template-based messages
• Business messaging compliance
• Account-owner inheritance for teams

Communication History:

• All communications logged automatically
• Searchable by keyword
• Filter by type (email, call, SMS)
• Manual call logging available

Automated Communications:

• Quote sent confirmations
• Appointment reminders (24hr, 1hr)
• Status update notifications
• Payment reminders
• Review requests

See Communication Channels section for detailed setup guides.