Today, messages and Ask Hoptide

The Today page

Today is your home screen. It shows:

• Shortcuts to Book an appointment and Create a route.
• Counts for routes running, stops done today, customers, and items that need your attention.
• Needs your attention: customer questions waiting for a reply (click Reply), and stops or visits that weren't done, with the reason the crew gave (click Plan again to rebook).

Messages

When a customer replies to one of your update emails, or asks a person from their page, the message comes to Messages. Reply from there, and your answer is emailed to the customer.

• Help me reply drafts an answer for you from the customer's records. Read it and change anything before you send it.
• Messages > Emails lists every email sent to each customer, with the subject and date, so you can check what they received.

Answers (Hoptide with Answers plan)

On the Hoptide with Answers plan, customers can ask questions on their own page and get answers right away. Answers come from their own service records and the answers you save on the Answers page. Anything the answers can't cover goes to a person in Messages.

The Answers page has:

• Answer customer questions for me: turn Answers on or off.
• Answers from your records: questions like "When is my next service?" are answered from each customer's own visits, with no setup.
• Your saved answers: your own questions and answers, like what a visit includes or your policies. Click Add an answer, type A question customers ask and Your answer, then click Save answer. Use Edit or Remove to change one later. You can also click Set up with Ask Hoptide to build them in a conversation.
• AI answers this month: how many of your monthly AI answers you've used, for example "4 of 100." Questions answered from records or your saved answers don't count.

Write saved questions the way customers would ask them. Customers who word them differently usually still get your answer.

Ask Hoptide

Click Ask Hoptide at the top of any page and ask about your business, or give it a job, in plain words.

Questions it answers:

• "What needs me today?"
• "What's on Friday?"
• "What did Andre do this week?" (with each customer's address and phone)
• "History for Sofia Russo"
• "Who hasn't had an update today?"

Jobs it can do:

• "Book Sofia Russo for lawn care on Monday from 9 to 11 AM"
• "Move Sofia Russo's appointment to Friday from 1 to 3 PM"
• "Build a route for tomorrow with everyone on Maple Street, Andre drives"
• "Change Sofia Russo's phone to 216-555-0199"
• "Send Sofia Russo her link"
• "Draft a reply to Sofia Russo"
• "Tell the East side route it's running late" or "Move today's appointments to tomorrow"

For every job, Ask Hoptide first shows exactly what will change and who will be told. Nothing happens until you click the button to approve it. Adding or removing crew members stays on the Crew page.

Ask Hoptide is available to owners and schedule managers, and only sees the business you're in.