Automations
When something happens here — do something about it, automatically
Trigger→ Condition→ Actions Every run logged — skips record their exact reason
Start with a recipe — nothing turns on until you save
Missed call text-back
Text callers back instantly when no one picks up.
Appointment reminder
Remind clients by text before their appointment.
Instant new lead reply
Reply the moment a new lead comes in.
Review request
Ask for a review when work is marked done.
Invoice follow-up
Nudge clients about unpaid invoices automatically.
Estimate follow-up
Check in a few days after sending an estimate.
New client welcome
Send a warm welcome email to every new client.
New inquiry alert
Alert the team and confirm receipt to the submitter.
Share your public profile
Text the client a link to your public review profile whenever a job is marked done.
Active rules
Missed call text-back
18 runs · last 2h ago
Review request on Done
9 runs · last yesterday
Estimate follow-up (3 days)
2 runs · 1 skipped (already replied)