Every conversation on the right job. Every follow-up on a rule.
Texts and emails thread by contact, with the estimate or job they are about shown inline. The repetitive follow-ups run as automations, and there is no cap on how many you build.
Inbox and unlimited automations are on every plan. Included SMS segments scale with the plan.
What it does
- 01
One threaded inbox
SMS, email and internal notes per contact. Assign a conversation, snooze it, mark it done, or send a pay link without leaving the thread.
- 02
Unlimited automations
On every plan. Trigger, conditions, actions, with waits and if/else branches.
- 03
Triggers from the real work
Lead scored, estimate viewed, visit confirmed, invoice overdue, payment received, PO received, plan visit due, inbound keyword, and more.
- 04
A library to start from
Appointment reminders, estimate follow-ups, invoice reminders, review requests, hot-lead alerts, a lead nurture series, and a task to schedule the job when parts are received.
- 05
Test mode and a run log
Try an automation against a sample record first. Every run is stored with what went in and what came out.
- 06
Quiet hours and opt-outs
No automated texts between 9 pm and 8 am local time. They queue until morning. STOP and START are handled for you.
In practice
A hot lead at 6:40 pm
- 1
A quote form comes in from your website and scores hot.
- 2
The lead gets a personal email within minutes. The owner gets a text.
- 3
The estimate goes out the next day. Nobody opens it for 48 hours, so a reminder is sent.
- 4
The client approves, and every follow-up for that estimate stops.
Not built yet
On the roadmap for this module.
Rundown is a pilot build. These are planned and not in the product today. We list them so you can decide with the full picture.
- PlannedPhone numbers with click-to-call, recording and voicemail transcription
- PlannedTracking numbers per lead source
- PlannedAn after-hours AI receptionist
- PlannedMulti-step marketing campaigns