Automations

Add an automation

Start from a proven packet, then tune the steps. Each one starts paused so you can review it before it runs.

New lead welcome

Auto-send

Instant acknowledgement so no lead sits cold. Warm first touch, then a nudge if no quote yet.

Trigger · New customer is added
Email the customer
Text the customer

Estimate follow-up chase

Auto-send

The multi-touch chase that recovers pending quotes. Stops when they accept or say no.

Trigger · Estimate not accepted or declined
Text the customer
Email the customer
Text the customer

Visit reminder

Auto-send

Text the customer the day before a visit so they're ready (gate unlocked, dog inside).

Trigger · Before a visit happens
Text the customer

Review request after a visit

Auto-send

Ask for a Google review after a completed visit. The single highest-ROI growth loop.

Trigger · Visit is completed
Text the customer
Email the customer

Win-back lapsed customers

Draft → approve

Reactivate last year's customers before spring so nothing dies in the pipeline.

Trigger · Customer marked inactive
Email the customer

Missed-call text-back

Auto-send

Missed a call in the field? The customer instantly gets a text so you never lose the lead.

Trigger · Missed call
Text the customer

Accepted -> schedule + notify

Auto-execute

The post-accept chain: make a to-do to schedule, and email the customer it's booked.

Trigger · Estimate is accepted
Create & assign a to-do
Email the customer