Automations

The most sophisticated
automations in field service.

Everyone else gives you a basic reminder. We give you an assistant that handles your whole follow-up: the right text or email, to the right customer, at the right time. You set it up once and it runs on its own, so no job and no customer ever slips through the cracks.

Trigger → Filter → Branch → Delay → Action
New-lead follow-upAutomation
Live
When this happens
Estimate approved
Marin Household$6,400
Split the path
Branch on estimate total
2 paths
Path A≥ $5,000
Text the customer
“Thanks {{customer.first}}, we’ll take great care of you.”
Email the owner
High-value job approved · white-glove queue
Add a note
Flagged for a next-day quality call
Path BUnder $5,000
Wait until business hours
Holds until 8:00 AM; never texts at 11pm
Email the customer
Approval confirmation + what happens next
New-lead follow-up
Live
When a customer says yes
Estimate approved
$6,400Big job
Text the customer
“We’ll take great care of you.”
Give you a heads-up
A big job just got approved
More than a reminder

Other software just sends a reminder.
Ours does the whole follow-up.

Here’s the difference. When someone approves a big job, a few things should just happen on their own: a quick text to the customer, a heads-up to you, and a note so nobody forgets to follow up. When it’s a smaller job, all it really needs is a friendly note the next morning. You tell it what you want once. After that it runs on its own, every single time, day or night, without you or your office lifting a finger.

17 triggers

Jobs, appointments, estimates, invoices, payments, memberships, customer tags, and inbound webhooks. Start a flow from almost anything that happens in your shop.

Real branching

Split into named paths, each with its own condition, each with its own steps. High-ticket job goes one way, everything else another. Not a single linear reminder.

Filters with 20+ operators

AND / OR conditions: total over $500, customer is a member, inside business hours, has a tag. Only the right jobs move down the path.

Delays that respect hours

Wait three days. Or hold until 8:00 AM so a text never lands at 11pm. Business-hours-aware delays no reminder tool has.

Inbound webhooks

Every automation gets its own URL. Pipe in Facebook lead ads, Zapier, your website form. The payload becomes the trigger. Fields auto-discovered.

15 actions

Send SMS or email, create or update a job or customer, add tags and notes, assign a tech, fire an outbound webhook. Chain them, reference earlier steps’ output.

Full run inspector

Every run, every step, replayed on the canvas: succeeded, skipped, errored. Per-customer rate limits and loop detection keep it safe on autopilot.

14 templates, day one

Confirmations, reminders, on-my-way, review requests, overdue nudges, shipped on and fully editable. Start from one, or build your own from scratch.

Set it once. It runs forever.

Your best office manager,
working every night.

Every approved estimate followed up. Every overdue invoice chased. Every review asked for at the right hour. No one forgets, because no one has to remember.

Start my free trialBook a 15-min walkthrough
14 days free · No credit card