Effective Client Management for Home Services

Client Management

View every customer interaction in one spot, so you never have to toggle between apps again

Connect with Customers Effortlessly

Harvey Wit’s Communication Center ensures you never miss a message and keeps all your customer-related documents organized and easily accessible.

All-in-One Communication Hub

With Harvey Wit, you can effortlessly manage texts, social media messages, and emails from a single dashboard.

This centralized approach not only saves you time but also reduces the risk of overlooking any critical messages.

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Frequently Asked Questions

How do I know which messages are from texts, social media, or emails?

In the Communication Hub, messages are clearly labeled by their source, whether they come from texts, social media, or emails. This helps you identify the platform and respond appropriately without any confusion.

Can multiple team members access and manage the Communication Hub?

Yes, multiple team members can access the Communication Hub, allowing for collaborative management of customer communications. You can assign specific roles and permissions to ensure smooth operation.

Document Management

Easily upload, store, and retrieve all your customer-related documents, keeping everything organized and accessible.

Whether it's contracts, invoices, or important notes, you'll have everything you need at your fingertips.

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Frequently Asked Questions

What types of files can I upload?

You can upload a variety of file types, including PPT, Docs, PDF, CSV, and various image formats. This flexibility allows you to store all relevant customer-related documents in one place.

How are my documents organized?

Your documents are organized into three categories: internal documents, sent documents, and received documents. Internal documents are those you create and store, sent documents are files you've shared with clients, and received documents are files clients have sent to you.

Get in touch with us

Have questions or need assistance? We’re here to help! Whether you’re looking to learn more about Harvey Wit’s features or need support with your account, our friendly team is ready to assist you.

Reach out to us via phone, email, or the contact form below, and we’ll get back to you as soon as possible. Let us help you make the most of your business!