The Back Office Runs Itself. Every Run Is on Record.
Color-coded tags, 40+ event triggers, chained tasks, autopay safeguards, personalized messaging & a full run log — so the paperwork happens the moment the work does.
Classify Records and Target Automations with Custom Color-Coded Tags
Categorize customers, invoices, quotes, and jobs with color-coded tags that double as automation filters.
- Filter reports, attach notes, and scope workflows to account tiers.
- Edit tags once to update names, colors, and icons across all records.
- Deactivate retired tags safely without breaking historical reporting.
Respond to Field Events Instantly While Protecting Customer Quiet Hours
Trigger workflows from 40+ system and field events while quiet-hour safeguards hold overnight messages.
- Trigger actions from approvals, checkouts, overdue bills, and surveys.
- Queue overnight messages to dispatch safely when morning windows open.
- Run automations instantly on events, daily schedules, or manual demand.
Chain Complex Back-Office Tasks and Automate Recurring Billing
Chain multi-step tasks to complete jobs and collect recurring revenue in a single, protected flow.
- Chain actions like completing subscription jobs and charging cards on file.
- Block auto-charges on invoices with late fees to prevent chargebacks.
- Keep recurring bookings active when cards fail while sending payment notices.
Send Personalized Communications That Land in Inboxes, Not Spam
Personalize SMS and email templates with live job data while built-in tools guard deliverability.
- Insert live customer, technician, and job variables into messages.
- Score message deliverability with a built-in spam evaluator.
- Attach PDF invoices and estimates to emails automatically.
Automate Arrival Reminders and Follow-Up Feedback Requests
Tailor automated reminders and post-service follow-up sequences using flexible schedule offsets.
- Customize reminder schedules and copy to cut appointment no-shows.
- Trigger review requests and care notes days after service finishes.
- Prevent alert fatigue with automatic once-daily caps per document.
Alert Technicians in Real Time While Protecting Customer Data Privacy
Send real-time dispatch alerts to technician devices while redacting sensitive financial links.
- Centralize system alerts and one-tap work orders in a notifications channel.
- Redact customer payment and quote links in staff messages automatically.
- Mute system alerts independently without silencing dispatcher or client chats.
Monitor Every Automated Action with Full Audit Logs and Manual Overrides
Track every background run, inspect execution errors, and trigger manual retries from one central log.
- Filter execution logs by date range, trigger source, document type, and status.
- Diagnose payment or messaging errors with one-click manual retries.
- Inspect document-level audit histories directly on any job or invoice.
Let the Follow-Up Happen Without You
Tag your accounts, pick your triggers, and the reminders, billing and review requests take care of themselves.