Workflow automation
The follow-ups, reminders and copy-paste work that falls through the cracks.
See it handle a real job.
What it does
- Follows up on estimates, quotes and invoices
- Sends reminders, review requests and updates
- Moves details between your tools so nobody copies and pastes
How it works
Estimate follow-ups, appointment reminders, review requests, invoice reminders, client intake, moving details between tools. Each one stops the moment a person steps in.
When it makes sense
Follow-ups depend on someone remembering, and the same data gets typed into three places.
Estimate for a new AC system marked sent in Jobber. Customer agreed to texts
No reply yet. Follow-up text sent on the schedule you set
Pinn agentHi Dana, this is Northside Heating and Air's AI assistant. Checking that you got the estimate for your new AC system. Any questions I can pass to the team? Reply STOP to opt out.
CustomerYes. Does the price include taking the old unit away?
Pinn agentGood question. I've passed it to the office, and someone will text you back with the answer.
Follow-ups stopped. Question added to the job in Jobber with the estimate attached
Task created for Chris in the office to reply to Dana
What you get.
- A list of the follow-ups and hand-offs we'll automate, agreed with you before we build
- Estimate, invoice and appointment reminders written in your voice
- Connections between the tools you already use, so details are typed in once
- A rule on every automation that stops it the moment a person steps in
- An alert to the right person when a step fails, plus a monthly report
How we set it up.
- 1
Map the work
On the plan review call we walk through the follow-ups and copy-paste jobs your team does today, and pick where to start.
- 2
Write the messages and rules
We draft every message and rule for you to approve. Texts and calls go only to people who agreed to hear from you.
- 3
Connect and test
We connect your tools and run each automation on test records before it reaches a real customer.
- 4
Launch and review
Each automation goes live once you approve it. We watch for failed steps and go over the results with you every month.
What it connects to.
The tools you already pay for: CRM, calendar, email, accounting, forms. If a tool you use isn't listed, we check it on the plan review call. See all integrations
Industries it fits.
- Home services
- Dental and medical clinics
- Accounting and tax firms
- Real estate teams
- Professional and B2B services
Teams that use it.
What we measure.
- Automations that ran, and any that stopped or failed
- Estimates, invoices and appointments followed up
- Replies received and passed to your team
- Steps that still need a person, and ideas to take them on
Questions about workflow automation.
What if a customer replies to an automated message?
The follow-ups stop and the reply goes to the person you choose, with the history attached.
Do we need new software?
No. We work with the tools you already pay for. If one of them doesn't allow connections, we tell you on the plan review call.
Can we change a message later?
Yes. Tell us what to change and we update it. Every change is logged, so we can see what changed and undo it.
What if something breaks?
It stops and tells the right person instead of guessing. We see every failed step and fix the cause.