How Automations Works

Use automatic workflows to send follow up emails, dispatch texts, estimates, and so much more!

Getting Started with Automations

During your first Automations consultation with our Special Services team, you’ll discuss installing the workflows that make the most sense for your business. Our team of experts will train you on how to implement these workflows within the Service Autopilot software. You then have the option of building your own workflows, or downloading prebuilt Automations from The Marketplace.

The Basic Automation Workflow

A series of tasks are created within a workflow, set to run automatically.


The workflow's actions are based on how your clients respond.


Save countless hours and win more clients with your new Automation.


Build your own.. Or grab any prebuilt Automations from our Marketplace!

Access a library of premade Automations from the marketplace and customize the contents to make your own workflows. Set your workflows to automatically send emails, texts, assign To Do’s, and so much more!

Follow up on Estimates & Collect on Invoices

Diligently sends emails & text reminders to clients when you don’t have the time.

  • Eliminate Repeat Tasks
  • Respond Faster
  • Never Forget Another Follow Up

Upsell Your Most Popular Services by Email or Text

Continually market your services to guarantee a steady stream of work.

  • Gain Repeat Business
  • Sell Faster
  • Stay Top-of-Mind

Send Past Due Reminders

Stop deadbeat clients & collect the money that’s rightfully owed to you.

  • Save Time
  • Get Paid Faster
  • Improve Cashflow

Ready to Put Your Business on Autopilot?

After you sign up, you’ll be contacted by our Special Services team to start your first training.

Get 5-Star Reviews with Automated Surveys

Generate more positive reviews, plus hold your team accountable to superior service.

  • Repeatable Process
  • Track Employee Performance
  • Improve Customer Experience

Assign To Do's for Your Team

Never let another office task slip through the cracks.

  • Eliminate Repeat Tasks
  • Respond Faster
  • Make Less Mistakes

Track Business Growth with Automated Reports

Stay on top of your business with one-time, weekly, or monthly status reports.

  • 360° View of Company
  • Track Financials
  • Improve Services

What Can Automations Do for Your Business?

After you sign up, you’ll be contacted by our Special Services team to start your first Automations training.