Customer 360° and repeat-service reminders

How a lead becomes a customer

Open Dashboard → Leads and move a lead to Won. Pivra creates or updates a customer record using the captured email address, or the phone number when no email was captured.

Repeated won leads with the same email are joined to the same customer rather than creating duplicate customer records.

Open the customer view

Go to Dashboard → Customers. The customer list shows:

• active customers;
• overdue repeat service;
• service due in the next 30 days; and
• the customer's captured contact details.

Open a customer to see their source lead, bookings, internal notes, repeat-service plans, and customer timeline.

Schedule repeat service

1. Open a customer.
2. Select Schedule repeat service.
3. Name the service, such as Annual air-conditioner service.
4. Choose the cadence in months.
5. Set the next service date and how early your team should see it.
6. Select Create schedule.

When the work is done, select Mark completed. Pivra advances the next due date by the schedule cadence and records the completion in the timeline.

Does Pivra contact the customer automatically?

Not from this screen. These are internal reminders for your team. Pivra does not email or text a customer merely because a schedule exists.

Customer-facing reminders will require an approved messaging workflow with recorded consent, sender verification, delivery auditing, quiet hours, and an unsubscribe path.

Recovering an archived chatbot

Archiving a chatbot takes its public widget offline but keeps its conversations, leads, sources, settings, and customer history.

Go to Dashboard → Chatbots → Archived chatbots and select Restore as draft. Review the chatbot and publish it when it is ready to go live again.