Feature

Automations

Build automations that handle follow-ups, review requests, reminders, and more. No coding required. Set the rules—your business runs itself.

Set it up once. Let it run forever.

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What it does

Never Forget a Follow-Up: Automated sequences ensure every estimate gets followed up, every completed job gets a review request.
Drag-and-Drop Builder: No coding required. Build automations visually with triggers, conditions, and actions.
Pre-Built Templates: Start with proven templates for review requests, estimate follow-ups, maintenance reminders, and more.
Multi-Step Workflows: Chain multiple actions with delays, conditions, and branching logic.

Choose a Trigger: Something happens—a job is completed, an estimate is sent, a new lead comes in.
Set Conditions: Add logic—if not responded in 3 days, if job value over $5,000, if customer is VIP.
Define Actions: Send an email, text the customer, create a task, update the CRM, or all of the above.

What automations do most businesses start with?

Review requests after completed jobs, follow-ups on stale estimates, and new lead response sequences.

Can I create my own automations?

Absolutely. The visual builder lets you create any automation you can imagine. Most customers build 5-10 custom automations.

Will automations feel spammy?

Not if you set them up right. We help you create sequences that feel personal and helpful, not robotic.