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.
STEP 1
The workflow's actions are based on how your clients respond.
STEP 2
Save countless hours and win more clients with your new Automation.
STEP 3
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
