Create your first automation to streamline your workflow.
History will appear here once automations have run.
Choose a pre-built template or start from scratch.
Send 4 follow-up emails over 25 days for unsigned quotes.
Nudge customers who opened their quote but haven't signed.
Text customers who accepted a quote but didn't sign the agreement.
Text a payment link as soon as an invoice is sent.
Send reminders at 3, 7, 14, and 30 days overdue.
Auto thank you text when a payment comes in.
Send welcome email + onboarding info to new customers.
Text the customer the day before their scheduled job.
Thank you text + Google review request after a job.
Special welcome after their very first service with you.
Notify customer when their job date/time changes.
Sunday night reminder for recurring weekly service.
Reach out to customers with no service in 60 days.
Celebrate 1 year since their first service.
March outreach to last year's customers about starting service.
October push for leaf removal and winterization.
November outreach for snow removal contracts.
Set your own date range for seasonal outreach.
Build a custom automation