🪻 Spring is all about fresh starts—and that includes fresh tools to help you run your business. We’re introducing three new updates designed to help your team stay organized, respond faster, and keep jobs moving forward with less effort. Whether it’s improving communication, simplifying scheduling, or giving customers more ways to pay, these releases are built to make day-to-day work easier.
🚀 What is Launching?
Job Confirmations (Two-Way Customer Messaging)
Job Confirmations is now available within the Two-Way Customer Messaging experience in ServiceBridge Web.
With this update, teams can send appointment confirmation texts directly from an Estimate or Work Order, receive customer replies, and monitor all SMS activity in the Message Center. Each interaction is automatically linked to the job and customer records, making it easy to reference past communications without digging.
There are two primary places you’ll use this feature:
Estimate / Work Order: Send a confirmation using the Send Confirmation button with a ready-to-go message
Message Center: Keep tabs on sent messages, incoming replies, delivery updates, and anything that may need attention
🎉 Benefits
Respond to customers faster with simple, real-time confirmations
Quickly identify which appointments need attention
Simplify dispatcher workflows by keeping everything in one place
🏫 Ready to Learn More?
Please use the following links to view additional information:
Smart Scheduler
We’re excited to introduce Smart Scheduler, a powerful AI-driven optimization feature now available in ServiceBridge. Smart Scheduler transforms the way you manage unassigned jobs—helping you build smarter schedules in minutes while staying in full control of your dispatch operations.
With the new “Run Smart Schedule” button, you can:
Automatically assign unassigned jobs to qualified technicians
Match jobs based on required skills and certifications
Respect customer time windows and business-hour rules
Optimize routes to reduce travel time
Preview proposed assignments before applying changes
Approve, cancel, or manually adjust the schedule as needed
Smart Scheduler is included at no additional cost for Professional and Enterprise tier single-branch customers.
🎉 Benefits
Smart Scheduler helps you operate more efficiently and confidently:
Build schedules faster – Turn hours of manual assignment into minutes of guided automation.
Improve first-time fix rates – Ensure jobs are assigned to technicians with the right skills and certifications.
Minimize scheduling conflicts – Account for time windows, availability, and constraints upfront.
🏫 Ready to Learn More?
Please use the following links to access additional information:
GreenSky® Program Consumer Financing
ServiceBridge is introducing Consumer Financing through the GreenSky® Program, a new way for eligible companies to offer financing directly from estimates and invoices. This release makes it easier to present payment options at checkout, helping qualified customers move forward with higher-value work without the burden of large upfront payments.
GreenSky® Consumer Financing is available to eligible U.S.-based customers and is accessible through the ServiceBridge web application.
Note: Eligibility requirements include a minimum financing amount and qualifying service types. Please refer to the linked resources below for additional clarification.
GreenSky® Consumer Financing brings third-party financing directly into the ServiceBridge checkout experience.
With this release, companies can:
Offer financing options directly on eligible estimates and invoices
Give customers a simple way to apply for financing through a secure, GreenSky®-hosted application
Allow approved customers to pay deposits or invoice balances using financing
Let customers move forward with work immediately after financing approval
GreenSky® manages the financing application, decision, and repayment process, while ServiceBridge reflects payment status on estimates and invoices.
🎉 Benefits
May increase job acceptance by offering payment options for larger services
May help customers move forward faster without requiring a full upfront payment
Create a seamless checkout experience with financing built directly into estimates and invoices
🏫 Ready to Learn More?
Please use the following links to view additional information:
Loans for the GreenSky® consumer loan program are offered and made by federally insured, federal or state chartered financial institutions providing credit without regard to age, race, color, religion, national origin, gender, disability, or familial status. A list of financial institutions currently providing loans through the GreenSky® Program is available at www.greensky.com/bank-partners. GreenSky Servicing, LLC services the loans on behalf of your lender, NMLS #1416362. www.nmlsconsumeraccess.org. GreenSky® is a registered trademark of GreenSky, LLC and is licensed to banks and other financial institutions for their use in connection with that consumer loan program. GreenSky Servicing, LLC is a financial technology company that manages the GreenSky® consumer loan program by providing origination and servicing support to banks and other financial institutions that make or hold program loans. GreenSky, LLC and GreenSky Servicing, LLC are not lenders. All credit decisions and loan terms are determined by program lenders.
