Automation Center

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.

9
Core Automations
50%
Time Saved
24/7
Always Working
Unlimited
Usage Included

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

Trigger:Time-based before appointment
Reduce no-shows
Save time on manual reminders
Keep customers informed

Off-Hours Auto-Response

Automatically respond to SMS messages received outside business hours with customizable messages

Trigger:Message received outside business hours
24/7 customer acknowledgment
Set expectations for response time
Never miss a message

Estimate Signed Notification

Send automated confirmation when a customer signs an estimate

Trigger:Estimate signature received
Instant confirmation
Build customer confidence
Clear communication

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

Ready to Automate Your Business?

Join thousands of field service businesses saving hours every week with smart automations. All features included, no usage limits.

All features included • No usage fees • Cancel anytime