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Automations that keep the job moving

Follow-up, visit reminders, and staff alerts run from the same pipeline.

When a lead sits, the shop follows up. When a visit is booked, the homeowner gets the right message. SMS and email live on the organization spine — not a bolt-on marketing tool.

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Shipped automations

  • No-contact follow-up so a new lead does not go cold.
  • Pre-visit copy and reminders after the consult is on the calendar.
  • Staff in-app notifications when a visit is booked or moved.
  • Email and SMS from the contractor’s own numbers and domain.