Follow-ups has an Automations section with a switch for each message. Each one sends only when its job is done, and customers who unsubscribed or texted STOP are left out.
On from the start
| Automation | What it does |
|---|---|
| Review requests | Asks the customer to rate the job after you mark it done (you set Hours after the job) |
| Review request reminder | One reminder after 3 days if they haven't opened it |
| Referral thank-you | Thanks a customer when a person they referred becomes a job |
| Service reminders | Reminds opted-in customers a job is due again (Days before it is due) |
| Visit reminders | A reminder the day before a visit |
| Invoice reminders | One reminder 3 days after the due date |
| Estimate follow-ups | One check-in and one reminder before an estimate runs out |
| Instant reply to requests | The first reply a new request gets (you edit The reply they get) |
| Missed-call text back | The text a caller gets after a missed call (you edit The text callers get) |
| New request alerts | Tells you about each new request |
| Monthly report to you | Your monthly report, to your login email |
| Setup reminders to you | Nudges for steps you haven't finished |
Off until you turn them on
- Offer your maintenance plan
- Win back past customers (Months since the last job)
- Morning summary to you
- AI receptionist, with a box for What it can tell callers (optional). It shows only if your account has AI drafting and receptionist enabled.
What's marketing and what isn't
Reminders about a job a customer booked are not marketing. Service reminders, win-back notes, plan offers and campaigns are, and they only go to customers who agreed. See Who gets marketing.
If texting and email aren't connected
The messages wait in Follow-ups under Ready to send. See Why are my messages waiting in Follow-ups?.