1
Choose a Trigger
Something happens—a job is completed, an estimate is sent, a new lead comes in.
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—your business runs itself.
AI Agent
Email
SMS
Follow-up
Invoice
How It Works
Simple steps to transform how you handle customer interactions.
2
Set Conditions
Add logic—if not responded in 3 days, if job value over $5,000, if customer is VIP.
3
Define Actions
Send an email, text the customer, create a task, update the CRM, or all of the above.
What Makes Automations Different
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.
Multi-Step Workflows
Chain multiple actions with delays, conditions, and branching logic.
Works With Everything
Automations connects seamlessly with other features to power your entire business
AI Conversations
Trigger automations from AI conversations
Jobs
Automate actions based on job status changes
Estimates
Auto follow-up on pending estimates
Invoices
Auto-send invoices and payment reminders
Reviews
Request reviews after completed jobs
Notifications
Send alerts and notifications to your team
Everything You Get
All the features you need, none of the complexity you do not.
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 across all features
Real Results from Real Businesses
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
Common Questions
What automations do most businesses start with?
Review requests after completed jobs, follow-ups on stale estimates, and new lead response sequences.
Can I create my own automations?
Absolutely. The visual builder lets you create any automation you can imagine. Most customers build 5-10 custom automations.
Will automations feel spammy?
Not if you set them up right. We help you create sequences that feel personal and helpful, not robotic.
Ready to set it up once. let it run forever. ?
See exactly how Automations would work for your business. We will show you a live demo with your actual services and scenarios.
Free 15-minute demo
No credit card required
Talk to a real human