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Automations

Reviews, reminders, and booking that run on their own.

For contractors 2 min read

  1. Review requests. After a job is marked done, the landowner gets a review request.
  2. Septic and well reminders. Customers get pumping and well-test reminders on a schedule you set.
  3. Booking. Landowners can book a site visit from your calendar.
  4. Missed calls. Callers you miss get a text back right away (Pro).
  5. Consent. Texts go only to people who agreed to get them, and always include a way to opt out.

Preview: this shows how it will work at launch. Accounts, billing, and messages aren't live yet.

Related: Monthly report

/for-contractors/automations1Review requests2Septic and well reminders3Booking4Missed calls5Consent
The steps at a glance.