Workflow Automations

Set it up once. Let it run forever.

Build automations that handle follow-ups, review requests, reminders, and more. No coding required. Set the rules—we do the work.

AI Agent

SMS

Follow-up

Invoice

How It Works

Simple steps to transform how you handle customer interactions

Choose a Trigger

Something happens—a job is completed, an estimate is sent, a new lead comes in.

Set Conditions

Add logic—if not responded in 3 days, if job value over $5,000, if customer is VIP.

Define Actions

Send an email, text the customer, create a task, update the CRM, or all of the above.

Built specifically for service businesses, not generic software adapted for trades

Never Forget a Follow-Up

Automated sequences ensure every estimate gets followed up, every completed job gets a review request.

Drag-and-Drop Builder

No coding required. Build automations visually with triggers, conditions, and actions.

Pre-Built Templates

Start with proven templates for review requests, estimate follow-ups, maintenance reminders, and more.

Integrates with Your Tools

Connect with your existing tools—email, SMS, calendar, and more.

All the features you need, none of the complexity you don't

Visual drag-and-drop automation builder

Pre-built templates for common workflows

Triggers based on job status, time, and conditions

Multi-step sequences with delays

No coding or Zapier required

Works with all your existing tools

See how contractors like you are growing with Automations

"There is nothing like waking up every morning to sales in your inbox!"

Greg S

Owner, Anytime Pest Elimination

Everything you need to know about Automations

See exactly how Automations would work for your business. We'll show you a live demo with your actual services and scenarios.

Free 15-minute demoNo credit card requiredTalk to a real human