Automations
Active i
AI Receptionist
Answers every call 24/7, books appointments, captures lead info
23 calls this month
Missed Call Text-Back
SMS sent within 30 seconds of any missed call
8 texts sent this month
Lead Follow-Up Sequence
Auto-messages on day 1, 3, 7, and 14 after first contact
42 messages sent
Review Request
Sent automatically after job is marked complete
3 reviews generated
New Lead Alert
Instant SMS notification to you when a new lead comes in
5 alerts this week
Coming Soon i
Auto-assign leads to foreman by service type
Route incoming leads based on project type rules
Coming Soon
Send follow-up SMS after estimate sent
Trigger a follow-up message 48 hours after estimate delivery
Coming Soon
Move to Punch List when inspection passes
Auto-advance pipeline stage on inspection approval
Coming Soon
Notify foreman on new job assignment
Push notification when a lead is assigned
Coming Soon
Generate invoice on stage Complete
Create QuickBooks invoice when a job is marked complete
Coming Soon
Weekly pipeline summary email
Send a digest of pipeline changes every Monday
Coming Soon