The follow-ups you keep meaning to send, sent
Every business has a list of things that should happen after a job and mostly do not. Automations run them on the event, not on somebody remembering on a Friday.
- 1
Quote sent
The clock starts.
- 2
No response after 3 days
A polite nudge goes out.
- 3
Still nothing after 7
Flagged to the estimator to call.
- 4
Approved at any point
The sequence stops immediately.
Illustrative — sample data
Event-driven
Quote sent, job done, invoice overdue — each can trigger work
The platform already knows when a quote was sent, when a visit finished, and when an invoice went past its terms. Automations hang off those events rather than off a calendar reminder.
Set once
It runs whether or not anyone remembers
The value is not the individual message. It is that the fiftieth one goes out as reliably as the first, in the week when everything is on fire.
- Quote follow-up · 3 and 7 daysrunning
- On-the-way textrunning
- Invoice overdue reminderrunning
- Recurring service duerunning
Illustrative — sample data
Where this sits in the day
Questions people ask
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