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October 23, 2024

Kopperfield’s phone system integrates with your current setup to create a great customer experience, easier project management, and smoother team handoffs.

For many electrical contractors, maintaining clear and professional communication with customers is crucial to ensuring successful project management and customer satisfaction. At Kopperfield, we understand the importance of this, which is why we’ve designed a streamlined phone call and SMS system built into our platform.

One common question we receive from contractors is how the dedicated phone number we assign interfaces with their existing office or cell phone numbers. In this blog post, we’ll walk through exactly how Kopperfield’s phone system works and how it integrates smoothly with your current setup.

How your Kopperfield phone number works

When you subscribe to Kopperfield, you’re assigned a new, dedicated phone number specifically for communication with your customers through our platform. But don’t worry — there’s no need to change the way you advertise your shop’s primary phone number. Most of our users continue promoting their existing office or cell number as they did before using Kopperfield.

The assigned Kopperfield phone number becomes your primary tool for project-specific communication. Here’s how it functions:
1. Sending Messages: When you or one of your team members sends a text message to a customer through Kopperfield, the customer will see it coming from the dedicated number assigned to you by Kopperfield. This ensures consistency and professionalism in customer interactions.

2. Receiving Messages: If a customer responds to your text, their message will automatically appear in the relevant project thread within Kopperfield, so nothing gets lost. This seamless integration allows your team to stay organized without juggling multiple platforms or inboxes.

3. Handling Incoming Calls: What happens if a customer decides to call the number where they’ve been receiving texts? Easy. If a customer calls the Kopperfield-assigned number, the call will automatically be forwarded to the phone number you’ve designated — whether that’s your office line or a mobile phone. This forwarding feature ensures that all calls go to the right place without requiring you to change your existing workflow.

4. Making Outbound Calls: Need to call a customer? Kopperfield has you covered. From a button in the Kopperfield dashboard you can initiate a call with a customer in one click. The system will first connect to your phone, and once you’re on the line, it will dial the customer’s number. Best of all, the customer will see the call coming from the same number where they’ve been receiving texts, ensuring consistency across all communications.

5. Call Recording and Transcription: It’s not always easy to capture notes while being engaged on a call. Kopperfield gives you the option to record and transcribe conversations with customers. These recordings and transcripts are automatically saved to the relevant project file, helping you maintain a complete record of all communications. This feature can be incredibly useful for reference, compliance, or simply keeping everyone on the same page.

Why the Kopperfield phone system improves your workflow

Kopperfield’s integrated phone call and SMS system streamlines communication with your customers, giving you more control and organization. Rather than juggling multiple apps, phone lines, or inboxes, everything is centralized within Kopperfield. You can text, call, and store communication records in one place, saving time and reducing the chances of miscommunication.

With our system, not only can you maintain your existing phone number for new customer inquiries and general office use, but you also gain a powerful project-specific communication tool. This lets you focus on delivering more high-quality service and less on managing the logistics of customer interactions.

Ready to make communication easier and more efficient? Kopperfield’s phone system is designed to help you succeed. If you have more questions, we’re here to help — just reach out!
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