Put your busywork on autopilot.
These run in the background so you don't have to remember them. Switch any one on or off — it takes effect right away.
6 of 8
switched on right now
149
things handled for you this month
Getting Paid
2 of 2 onOverdue invoice reminder
Automatically text customers when an invoice passes 30 days.
Last run 2 hours ago
Thank-you + review request
Ask for a Google review the moment they pay.
Last run 42 minutes ago
Winning Work
2 of 2 onUnsold quote follow-up
Nudge customers who got a quote but haven't booked, after 3 days.
Last run 5 hours ago
Missed call → auto text-back
Text every missed caller a booking link within 60 seconds.
Last run 24 minutes ago
Keeping Customers
1 of 2 onMaintenance agreement renewal
Remind customers 30 days before their service plan expires.
Last run 19 hours ago
Seasonal tune-up reminder
Reach out for spring AC / fall heating checkups automatically.
Off — 212 customers are due for a fall heating checkup.
Running the Day
1 of 2 onHeat-advisory prioritization
When it's over 100°, move emergency jobs to the top automatically.
Last run 2 hours ago
It's 107° in Phoenix right now — above your 100° line.
New lead auto-assign
Send new leads to the next available tech instantly.
Off — new leads wait in the queue until you assign them yourself.
Every one of these is built into your platform.
The counts are this month's totals from your dashboard data. Flipping a switch here saves the setting — it doesn't send anything on its own.