How-To Guide
Beginner
10 min read
Top 10 Automations to Set Up First
The most impactful automations that every service business should implement.
These are the automations that provide the most value for most service businesses. Start here.
- Appointment reminder (1 day before)
- Review request after job completion
- Estimate follow-up sequence
- New lead instant response
- Annual maintenance reminder
- Invoice payment reminder
- Technician arrival notification
- Job completion summary
- Happy birthday message
- Inactive customer outreach
Bizzy Can Do This For You
Instead of doing this manually, just tell Bizzy:
"Hey Bizzy, set up a review request automation"
Or navigate to: Automations → Templates
Tags:
automations
templates
best-practices
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Last updated: January 18, 2024
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