Automations
Stop typing the same follow-up text and email
Most of an office day is sending the same message: your appointment is set, your estimate is waiting, your invoice is overdue. Automations send them for you when a job, invoice, estimate or lead changes.
Why it helps
Send the follow-up without anyone having to remember
A rule per moment that matters
Pick the event, such as a job status change or a new lead, write the message once, and it goes out every time.
Client, teammate or whole role
Send to the client, to one person on your team, or to everyone in a role like Manager. Use email, text or an in-app notice.
Proof it ran
Open the history to see each run, its status and any error, and resend a message that failed instead of guessing whether it reached anyone.
Capabilities
What a rule can do
- Rules you build in Settings from an event and an action
- Events from jobs, invoices, estimates and leads
- Email, text or in-app notice as the action
- Recipients: the client, a staff member or a whole role
- A run history you can filter, with status and error for each run
- Resend a failed message from the history
- Personal notification choices for four job events
We hand each message to the email or text service when a rule fires, so delivery also depends on that service and the recipient's settings. How many rules you can run depends on your plan. See Pricing.
Setup
Build your first rule in four steps
- 1
Pick the trigger
Start from a job, invoice, estimate or lead event, like a status change.
- 2
Write the message
Choose email, text or an in-app notice and say what it should say.
- 3
Choose who gets it
The client, one staff member, or everyone in a role.
- 4
Watch the history
Check each run, read any error, and resend what failed.
Let the routine messages send themselves
Start with one rule, such as a message when a job is booked, and add more as you go.