Messaging and Communication for Field Service Brands
Voice or text, day or night. Every lead gets a response, every job gets scheduled.
Integrations
Built for the tools you already use
Clerk Chat connects with your CRM, phone system, and internal tools — no need to switch CRMs or retrain your techs or field teams.
See all integrations ➜ServiceTitan
Connect with customers through RCS, AI texting, and AI voice. Automate follow-ups across SMS, WhatsApp, and Facebook to capture more leads.
Read moreHubspot
HubSpot is an integrated customer platform that aligns marketing, sales, service, CMS, and operations.
Read moreSalesforce
The fastest growing calling platform in the world. Add super-powers to your Teams calling numbers.
Read more
Trust & compliance
Always On. Always Aligned. Always Accountable.
Great customer experiences start with fast answers, clear follow-ups, and a complete record — no matter how many jobs or locations you’re running.
Every lead answered
Whether it’s 2 PM or 10 PM, AI agents respond instantly, on voice or text, giving customers fast, professional responses, no matter when they reach out.
Reliable follow-ups
Reminders, reschedules, and confirmations are handled automatically, keeping customers informed and jobs on track.
Messages tracked and searchable
Every conversation is exportable, so multi-location teams can stay aligned, accountable, and audit-ready.


Features that keep your business running smoothly
Simplify your tech stack with a single platform that manages phone numbers, teams, outreach, and follow-up.
Omnichannel messaging
Engage customers where they are — across SMS, RCS, WhatsApp, and Voice.
Number management
Assign business phone numbers to dispatchers, branches, or techs, and customize inbox settings like after-hours replies or away messages.
Access control
Easily manage team members, set permissions, and assign messages to the right person based on their role or territory.
Contact lists
Auto-update lists based on customer history or service type or build static lists for seasonal campaigns, reminders, or high-priority clients.
Campaign builder
Send outreach at scale. Choose a list, write your message, and send or schedule with the help of AI-powered workflows.
Reusable templates
Create and share saved messages for confirmations, quotes, and FAQs, from simple texts to interactive messages with buttons and images.
Book your personalized demo today
Join HVAC, plumbing, and repair brands already using AI to stay connected.
Read our guides
Insights for service pros
Actionable guides to help HVAC, plumbing, and electrical technician teams communicate faster, book more jobs, and stay organized at scale.
How to Improve Response Time to Customer: 7 Steps to Faster SupportLearn how to improve response times to customer requests and take your service strategy to the next level, with this comprehensive guide from Clerk Chat.
Read the ArticleNovember 28, 2024
How to Use Conversational Customer Engagement to Build RelationshipsWhat is conversational customer engagement, what are the benefits for your business, and what are the strategies you can use to drive success? Find out in this guide.
Read the ArticleMay 23, 2025
The Benefits of Implementing Conversational AI for Customer ServiceAre you ready to access the benefits of conversational AI for customer service? Discover the opportunities, and best practice tips for implementation in this Clerk Chat guide.
Read the ArticleDecember 4, 2024
FAQ
Have questions? We've got answers.
Find what you need quickly and clearly with our most frequently asked questions.
Clerk Chat is the leading finance SMS platform that enables businesses to transform their landline into a textable phone number. Promptly notify customers about account activities, transactions, and security alerts. Send SMS reminders before appointments, for better time management. It integrates with Microsoft Teams, Salesforce, and other popular platforms to streamline conversations and enhance customer support.
Clerk Chat is a secure messaging platform that protects customers' data and follows strict SMS compliance regulations. It ensures safe delivery of account verification codes and has an easy opt-out process for all subscribers. Additionally, if interested in Global Relay text message archiving or Smarsh archiving, Clerk Chat connects with these platforms through integrations found in your Clerk Chat settings.
Yes, Clerk Chat enables businesses to send images, documents, or other files over SMS, making it an ideal solution for sharing important financial information securely and efficiently. SMS simplifies document exchange.
Clerk Chat allows businesses to customize their contacts with details like phone, email, company, payment, client, promotion, etc. This feature helps in segmenting your audience and running targeted finance SMS campaigns with ease.
Definitely! Clerk Chat provides an option for AI agents, designed for an SMS service for financial industries. These agents can be set to respond instantly or with an option for a delayed response, allowing you to review or edit the content before it’s sent.
Clerk Chat offers analytics to help businesses measure the impace of your finance SMS campaigns. Discover the total messages sent and received and filter results by specific inboxes or time periods to get a performance view.