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Workflow Automations

Set it once. Let it run forever.

Automate appointment reminders, payment follow-ups, estimate notifications, and customer communication. Every automation has three parts: a trigger, a timing, and an action. Set it up once and LawnPro handles the rest—emails, texts, or push notifications sent at exactly the right moment without you lifting a finger.

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LawnPro workflow automations dashboard showing trigger conditions, run times, and actions
40,000+ service businesses trust LawnPro
4.8 / 5 based on 7,531 reviews

Every automation has three parts

Automation trigger condition selection showing visit, invoice, estimate, and meeting triggers
Trigger Condition

What starts the automation

Choose the event that kicks things off. Triggers include: visit is on the schedule, visit added, visit completed, to-do on schedule, to-do added, meeting on schedule, meeting added, invoice created, invoice past due, estimate sent, estimate accepted, estimate declined, estimate change requested, equipment maintenance scheduled, or a specific date and time you choose. Each trigger pairs with run time options that make sense for that event—reminders fire before, notifications fire after.

Run time options showing instantly, minutes, hours, and days before or after the trigger event
Run Time

When the automation fires

Set when the action happens relative to the trigger. Options include instantly, 2 minutes to 30 days after the event, or 1 to 3 days before a scheduled event. A visit reminder might fire 1 day before the visit is on the schedule. A completed-visit notification might fire instantly when the crew marks the job done. A past-due reminder might fire 7 days after an invoice was created. LawnPro won't let you save an automation with a timing that doesn't make sense for the trigger—you'll get a clear warning if you try.

Automation action options showing send email, send text, and push notification with template selection
Action

What happens when it fires

Choose what the automation actually does: send an email, send a text message, or send a push notification. Emails and texts use your saved templates with merge tags that auto-fill customer details, company info, invoice amounts, and more. Pick who receives it—the customer, you, a specific employee, or a combination. You can also set text message time windows in your preferences so automated texts never go out before 8am or after 8pm (or whatever hours you set).

Automation history log showing dates, triggers, actions, and success or failure status for each automation run
History

See everything that ran and whether it worked

The Automation History tab logs every automation that has fired. Each entry shows the date, trigger condition, action taken, and status. Successful automations show green with a success message. Failed automations show red with the reason they failed—usually a missing or incorrect email address on the customer profile. Use history to troubleshoot, verify that reminders went out, and confirm your automations are working the way you intended.

Automations your business needs on day one

LawnPro includes pre-built automations you can turn on immediately. Customize the templates, adjust the timing, or create your own from scratch.

Appointment Reminder

Trigger: Visit on schedule

Timing: 1 day before

Action: Text or email the customer

Visit Complete Notice

Trigger: Visit completed

Timing: Instantly

Action: Text or email the customer

Invoice Past Due

Trigger: Invoice past due

Timing: 3, 7, or 14 days after

Action: Email or text payment reminder

Estimate Accepted

Trigger: Estimate accepted

Timing: Instantly

Action: Email customer next steps + notify you

Visit Added to Schedule

Trigger: Visit added

Timing: Instantly or delayed

Action: Notify customer or employee

Estimate Declined

Trigger: Estimate declined

Timing: Instantly

Action: Notify you to follow up

I used to spend every Sunday night sending appointment reminders for Monday. Now LawnPro texts every customer the day before automatically. I don't even think about it anymore—and cancellations are way down because people actually know we're coming.
LP

LawnPro Customer

More control than you'd expect

Automations are powerful, but they're also precise. You control exactly who gets what, when, and under what conditions.

Customer-Specific Automations

Turn automations on or off for individual customers. Disable past-due reminders for a customer who always pays late but always pays. Keep general reminders running for everyone else.

Invoice-Specific Rules

Control which invoices trigger automations and which don't. Run a past-due reminder only on invoices above a certain amount, or exclude invoices that are on a payment plan.

Estimate-Specific Rules

Control which estimates trigger automations. Send follow-up texts only for estimates above a certain value, or fire different automations for different services.

Templates with Merge Tags

Automations use your saved email and text templates. Merge tags auto-fill customer name, company name, invoice amounts, and other details so every message is personalized.

Text Message Time Windows

Set quiet hours so automated texts never go out too early or too late. If an automation fires at 11pm, the text waits until your morning window opens.

Build Your Own

Don't see what you need? Create custom automations from scratch. Pick any trigger, any timing, and any action. Your workflow, your rules.

What are workflow automations for lawn care?

Workflow automations for lawn care let you set up rules that send emails, text messages, or push notifications automatically when certain events happen in your business. Instead of manually texting every customer the day before their service, you create an automation that fires a reminder text whenever a visit is on the schedule for the next day. You set it up once and it runs for every customer, every time.

LawnPro's automation engine is built around a simple three-part formula: trigger condition, run time, and action. Triggers include visits, invoices, estimates, meetings, to-dos, and equipment maintenance. Run times range from instantly to 30 days after an event, or 1 to 3 days before a scheduled event. Actions include sending emails, texts, and push notifications using templates with merge tags that personalize every message.

What makes LawnPro's automations especially useful is the ability to set rules at the customer, invoice, or estimate level. Turn off reminders for a specific customer, run an automation only on high-value estimates, or exclude certain invoices from past-due notices. Combined with text message time windows that prevent late-night sends, you get automation that's powerful but never out of control. The Automation History tab logs every automation that fires so you can verify everything is working.

Frequently asked questions

How do I create an automation?

Go to the Automations tab in the side menu. You'll see pre-built automations you can turn on, or click to create a new one. Choose a trigger condition, set the run time, pick an action (email, text, or push notification), select the template, and save. The automation runs every time that trigger condition is met.

What triggers are available?

Triggers include: visit on schedule, visit added, visit completed, to-do on schedule, to-do added, meeting on schedule, meeting added, invoice created, invoice past due, estimate sent, estimate accepted, estimate declined, estimate change requested, equipment maintenance scheduled, and specific date/time. Each trigger has appropriate run time options.

Can I exclude certain customers from an automation?

Yes. Customer-specific automations let you turn individual automations on or off for specific customers. You can also set invoice-specific and estimate-specific rules to control which documents trigger automations.

Can I send both email and text in one automation?

Each automation sends one type of communication (email, text, or push notification). If you want to send both an email and a text for the same trigger, create two automations with the same trigger and timing—one for email and one for text.

Will texts go out in the middle of the night?

No—not if you set your text message time windows. In your preferences, set the earliest and latest times automated texts can go out. If an automation fires outside those hours, the text waits until the window opens. This prevents 2am reminders to customers.

How do I know if an automation failed?

The Automation History tab logs every automation that runs. Failed automations show in red with the reason—usually a missing or invalid email address on the customer profile. Successful automations show green. Check history periodically to catch and fix issues.

Are automations included in my plan?

Yes. Automations are included with your LawnPro plan. If you want to send automations by text, your plan needs to include texting or you can add it as an add-on for $19 per month. Email and push notification automations are available on all plans.

Automate the follow-up. Focus on the work.

Try LawnPro free and set up automations that keep your customers informed and your payments flowing—without manual effort.

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Explore more features

See what else LawnPro can do for your business.

2-Way Text Messaging

Send and receive texts from a dedicated business number. Text invoices, estimates, and reminders. Full conversation history.

Invoicing

Create, send, and automate invoices by email, text, or mail. Auto-invoicing, online payments, and past-due tracking.

Zapier Integration

Connect LawnPro to 3,000+ apps for advanced workflows. Build triggers and actions that extend beyond what built-in automations can do.

Resources

Help Articles

Guides on triggers, timing, templates, and troubleshooting automations.

Automation Help Articles →
Video Tutorials

Watch how to set up, customize, and manage your automations.

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