AI WORKFLOW & INTEGRATIONAppointment reminder
A reminder job is created with the appointment and cancels itself if the appointment is completed or cancelled before delivery.
Follow-ups that stay controlled and visible.
The workspace queues appointment, estimate, and invoice reminders with durable status, opt-out enforcement, retry limits, and delivery history. Scheduled sending activates only after the provider and scheduler are connected.
Ask about automation →Estimate follow-up
A follow-up is queued after a secure estimate is sent and automatically skips delivery when the estimate has already been approved.
Invoice reminder
An invoice reminder is queued after secure delivery and skips paid invoices so customers are not chased after payment.
Consent and delivery history
SMS STOP and START preferences are stored per subscriber, outbound opt-outs are blocked, and delivery failures appear in the workspace.
Review and seasonal playbooks
Review requests, reactivation campaigns, and customer-configurable rules remain planned until evidence, consent, and scheduling controls are complete.
No scheduler or outside provider is described as live until its protected credentials are added and an operational test passes.
READY WHEN YOU ARE
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Use the strategy-call form on the home page to tell us your trade, service area, and what you want to automate first.