19 workflows chase payments, remind clients, watch the weather, and hold your deadlines. Nothing to configure. They are on from your first day.
One event on a job triggers the follow-up, the reminder, or the block. You do not push any of it along. Here is every workflow, grouped by what it handles.
Keeps every client warm and moving through the pipeline without you remembering to follow up.
Estimate sent, still unsigned
Checked every 2hNudges the client on a schedule, and stops the moment they sign or decline.
A visit is on the calendar
Daily · 7:00 AMReminds the client the day before, then texts client and crew when you're on the way.
Job marked complete
Triggered · +24hSends a star-rating survey a day later. Five stars route to Google, anything lower comes to you first.
Client leaves a positive review
TriggeredSends them a personal referral link to pass to friends and neighbors.
Estimate declined
Triggered · +30dFollows up 30 days later to win the work back, unless they already came back on their own.
Chases outstanding invoices and keeps your books current, on time, without a nagging call.
Invoice past due, unpaid
Daily · 8:00 AMEscalating reminders that stop the instant the invoice is paid. Each step is safe to run twice.
Invoice hits 14 days overdue
Triggered · day 14Applies your configured late-fee rate, updates the balance, and notifies the client.
First of the month
1st · 8:00 AMEmails last month's revenue, jobs completed, outstanding invoices, and subcontractor compliance.
Start of the day
Daily · 7:00 AMOne morning push with today's scheduled jobs, open estimates, and total outstanding balance.
Gets crews where they need to be and protects outdoor jobs from the weather.
Before the workday
Daily · 6:00 AMTexts each crew member their run of jobs for the day, sorted by start time.
Rain in the 48-hour forecast
Every 6hFlags every outdoor job at risk so you can move it before the storm hits.
Tracks expiry dates and filing deadlines so a lapsed document never turns into a liability.
A sub's insurance nears expiry
Daily · 9:00 AMWarns the subcontractor ahead of time, then blocks job assignment the moment the COI lapses.
Year end
Jan 1 · 9:00 AMBuilds an accountant-ready 1099-NEC PDF for every subcontractor you paid, and sends a secure download link.
Recovery deadline approaching
Daily · 8:30 AMFor insurance restoration work, alerts you before the depreciation recovery deadline so nothing is left on the table.
Supplement deadline approaching
Daily · 8:45 AMNotifies you while a supplement is still actionable, and once its filing deadline passes.
Claim awaiting mortgage endorsement
Daily · 9:30 AMWeekly nudges on insurance claims held up on a mortgage company endorsement, keeping the funds moving.
Start of each quarter
Jan, Apr, Jul, Oct · 9:00 AMReminds you to review who has access to your account, with a direct link to do it.
Turns anonymized, opt-in data into industry benchmarks you can measure yourself against.
Overnight, from opted-in data
Daily · 2:00 AMComputes anonymized industry benchmarks behind a 25-business privacy floor, so no single shop is identifiable.
Second of the month
2nd · 10:00 AMEmails Enterprise owners their percentile ranks and any notable month-over-month movement.
A notification tries push first, falls back to email, then to SMS. Urgent things get through, and you are not paying for a text when a free push would have done the job.
Every workflow is on from day one. Start free and watch the follow-ups, reminders, and alerts handle themselves. 30 days, no card.