The follow-up your team means to do, running on its own.
Automations handle the repeatable steps between a lead coming in and a job getting closed — the ones that quietly get skipped when the schedule fills up.
Missed-call text-back is where most businesses start.
It is the fastest to turn on and it addresses the most common way service businesses lose work.
Missed-Call Text-Back
Contractors miss calls for good reasons: you are on a roof, under a sink, driving, or standing in a customer's kitchen. The caller does not know that. Silence is what gives them a reason to keep calling other companies.
The moment a call goes unanswered, the caller gets a text from your business number acknowledging the call and asking how you can help — so the conversation stays with you instead of moving down their list.
- 01Call missed
Nobody picks up — you are on a job, driving, or it is after hours.
- 02Text sent
Within seconds the caller gets a text from your number acknowledging the call.
- 03Conversation
They reply with what they need; the system captures the details.
- 04Human takeover
Your team steps into the thread when it is time to talk specifics.
- Instant text after any unanswered call
- Message wording you write and approve
- Two-way conversation your team can take over at any time
- Different messages for business hours, after hours, and weekends
- Every missed call and reply logged in one place
Automations we build most often.
Estimate Follow-Up
Estimates go quiet and nobody has time to follow up more than once.
A configured sequence checks in on open estimates on the schedule you set, and pulls a person in the moment the customer responds.
- 01Quote delivered
The estimate is logged and the sequence begins.
- 02Check-in one
A short, professional nudge goes out on your schedule.
- 03Check-in two
A second touch offers to answer questions or adjust scope.
- 04Handoff or close
A reply routes to a person; silence moves it to reactivation.
- Follow-up sequence timed to your sales cycle
- Stops immediately on reply, booking, or opt-out
- Notifies the right team member on re-engagement
- Reporting on which estimates are still open
Lead Reactivation
Most businesses have hundreds of old leads that were never worked past the first attempt.
A permission-aware campaign that re-opens conversations with past leads and customers who are still legitimately contactable — no purchased lists, no spam blasts.
- 01List review
We look at what is in your database and what is contactable.
- 02Segment
Leads are grouped so the message actually fits their situation.
- 03Re-engage
A short, human-sounding message opens the conversation.
- 04Route replies
Interested responses go to a person immediately.
- Segments your existing list by age, service type, and status
- Respects opt-outs and contact-permission rules
- Conversational re-engagement rather than mass marketing blasts
- Warm replies routed straight to your team
Review Requests
Reviews get requested when someone remembers, which means most jobs never get asked.
After a job is marked complete, the customer gets a review request. Every customer is asked the same way — no filtering or gating based on how they might rate you.
- 01Job completed
Completion in your system triggers the request.
- 02Request sent
A short message with a direct link goes to the customer.
- 03Reminder
One polite follow-up if there is no response.
- 04Notify
Your team is alerted so responses can be acknowledged.
- Triggered when a job is marked complete
- Same request to every customer — no review gating
- Timed reminder if there is no response
- Simple reporting on requests sent
CRM and Pipeline Automation
Manual data entry is the first thing to go when the schedule gets busy.
Contacts, stages, notes, and tasks update from what actually happened so your pipeline is accurate enough to make decisions from.
- 01Event
A call, message, booking, or form submission occurs.
- 02Write
The record is created or updated automatically.
- 03Assign
A follow-up task is created for the responsible person.
- 04Alert
Anything going stale gets surfaced before it is lost.
- Automatic contact creation and deduplication
- Stage changes driven by real events
- Task assignment to the right owner
- Stale-opportunity alerts
Customer Follow-Up
Repeat and referral work depends on being remembered, and most businesses go silent after the invoice.
Post-job check-ins, seasonal service reminders, and maintenance-plan touches that keep your business in front of customers you already earned.
- 01Job closed
The completed job enters the follow-up track.
- 02Check-in
A short message confirms everything is holding up.
- 03Reminder
Seasonal or maintenance touches go out on schedule.
- 04Re-book
Interested customers are routed to scheduling.
- Post-job satisfaction check-ins
- Seasonal and maintenance reminders
- Referral asks at the right moment
- Full opt-out handling
Custom Workflows
Every business has its own repetitive steps that no off-the-shelf product covers.
We map the repetitive parts of your operation during the audit and build automations around the ones that are genuinely worth automating. Some things should stay human, and we will tell you when that is the case.
- 01Map
We document the repetitive steps your team performs today.
- 02Prioritize
We rank them by time saved and risk of getting it wrong.
- 03Build
We configure the workflow around your systems and rules.
- 04Monitor
We watch it in the real world and adjust.
- Workflow mapping during your AI audit
- Built around your process, not a template
- Honest scoping — we say no when automation is the wrong tool
- Documented handoffs so your team knows what runs where
Which of these is worth building first?
The free AI audit reviews your current process and returns a prioritized list — including the parts we think should stay human.