Smart Automations for Field Service
Save hours every week with our carefully crafted automation workflows. From appointment reminders to payment collection, automate the repetitive tasks that slow you down.
Your Command Center
Manage your entire business from a powerful dashboard with complete team visibility
See your entire business at a glance with real-time metrics and activity feed.
Set It and Forget It
Our automations run in the background, handling routine tasks so you can focus on your customers
1. Choose When
Select triggers like time intervals, status changes, or customer actions
2. Craft Message
Customize your automated messages with merge fields and templates
3. Activate
Turn on your automation and let it work for you 24/7
Available Automations
Each automation is designed to solve real problems field service businesses face every day
Communication & Messaging
Automated customer communications and responses
Appointment Reminders
Automatically send SMS or email reminders before scheduled appointments to reduce no-shows
Off-Hours Auto-Response
Automatically respond to SMS messages received outside business hours with customizable messages
Estimate Signed Notification
Send automated confirmation when a customer signs an estimate
More Than Just Automations
Our platform includes everything you need to run your field service business efficiently
Work Order Management
Create, track, and manage work orders from estimate to completion with digital signatures and photo attachments
Canned Jobs & Packages
Pre-configured job templates and service bundles for faster quotes and consistent pricing
Smart Scheduling
Schedule jobs efficiently with drag-and-drop calendar views and automated reminder systems
Customer Management
Keep detailed customer records, service history, and communication logs in one centralized location
Two-Way Messaging
Communicate with customers via SMS and email directly from the platform with full conversation history
Invoicing & Payments
Generate professional invoices, track payments, and send automated payment reminders
Custom Tags & Pricing
Organize customers with tags and apply automatic pricing rules based on customer segments
Lead Generation
Embed request forms on your website. Customers select services, and their choices flow directly into your leads workspace—ready to convert to work orders with one click.
Learn moreMarketing Campaigns
Re-engage past customers and nurture leads with targeted email and SMS campaigns. Pre-built templates and scheduled sending make it easy.
Learn more