Automatically text engineers when client portals need updating
When a job's status changes in your system, Build Concierge texts the engineer the job reference, the new status and a link to the right client portal. Engineers get an automatic reminder, so your office has less chasing to do.
Who it's for
Contractors whose clients expect job updates to be logged in the client's own portal
What it gives you back
Time spent reminding engineers to update client portals
Works with
Your job management system and any client portal with a web login
The problem
Still relying on engineers to remember the client's portal?
Your larger clients want their portal kept up to date, but your team works in your own system. Every status change means logging the same update twice, and on a busy day the portal update depends on someone remembering. For many facilities management clients, the portal is the record, so a missed update can make on-time work look late.
How it works, all in the background
- Spots the status change: When a job moves to a status you've chosen, Build Concierge picks it up.
- Finds the job and the engineer:It identifies the job from its reference, and the engineer attending it.
- Matches the right portal: Each client has their own portal, so it matches the job to the right one.
- Texts the engineer: The engineer receives a text with the job reference, the new status and a link to the right portal login.
- Flags anything it can't match: If the job, engineer or portal can't be found, your team is alerted, with a note that the engineer hasn't been contacted.
Illustrative example: The text your engineer receives
"hello sam, the job with reference 48213 has had its status changed to attended. don't forget to log this in the portal. link: [client portal link]"
Today
- Portal updates left to memory
- Engineers looking for the right portal login
- Office staff chasing engineers for updates
- Updates logged hours after the work
With the automation
- Engineers get an automatic reminder when the status changes
- The portal link for that client included in each text
- Less chasing for your office
- Engineers prompted to update the portal while the job is fresh
Today
- Portal updates left to memory
- Engineers looking for the right portal login
- Office staff chasing engineers for updates
- Updates logged hours after the work
With the automation
- Engineers get an automatic reminder when the status changes
- The portal link for that client included in each text
- Less chasing for your office
- Engineers prompted to update the portal while the job is fresh
What you need
- Build Concierge connected to your job management system
- Mobile numbers held against your engineers
- The portal link for each client
- The statuses you want to prompt on
Getting set up
1. Show us which clients use portals and which statuses they track.
2. We match each client to their portal and set up the wording for your engineers.
3. We test it with real jobs, then switch it on.
Common Questions
No. It reminds the engineer to make the update, with the link ready. If you'd like updates made automatically, talk to us about what's possible for your portals.
It works for any client with a portal login. Each client is matched to their own link.
You choose. Typically it's the statuses your clients track, such as attended and completed.
Yes. The message is written the way you speak to your engineers.
Your team is alerted, with the job reference and a note that the engineer hasn't been contacted.
Set up engineer portal reminders →
Get in touch with the Build Concierge team and we’ll set it up around the way you work.
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