Build simple rules that handle reminders, status updates, and follow-ups—so jobs move forward and nothing slips through the cracks.
Trigger emails or texts when an estimate is sent, accepted, declined, or when a change is requested—plus timed follow-ups (e.g., 3 days after sent).
Auto-charge paid alerts go out instantly, reminders send 1 day before due, and past-due notices kick in automatically—no manual chasing.
Fire notifications when a visit is added or marked complete—email customers, notify staff, or queue the next step without manual work.
Email or text the company owner on key events—like visits added or completed—so leadership stays informed without checking the board.
Explore connected tools that work seamlessly with workflow-automations; Switch, Scale, and Streamline Your Day.
