Automations

Top 10 Automations to Set Up First

The essential automations every service business should set up.

beginner 10 min read automations templates best-practices
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These are the automations that provide the most value for most service businesses. Start here.

  1. Appointment reminder (1 day before)
  2. Review request after job completion
  3. Estimate follow-up sequence
  4. New lead instant response
  5. Annual maintenance reminder
  6. Invoice payment reminder
  7. Technician arrival notification
  8. Job completion summary
  9. Happy birthday message
  10. Inactive customer outreach