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Campaigns that run themselves
New lead follow-up
A thank-you and next step goes out the moment a lead comes in, before your competitor calls back.
Appointment reminders
Confirmation, reminder and running-late messages by text so no-shows drop.
Review requests
After every completed job, a request for a Google review with a direct link.
Seasonal campaigns
Tune-up reminders, holiday specials and event announcements sent to the right segment.
Re-engagement
Customers you have not heard from in a while get a nudge with an offer.
Two-way texting
Replies land in your integrated inbox so a campaign becomes a conversation.
Setting up a campaign
Pick a trigger
New lead, booking, completed job, or a date such as the start of cooling season.
Choose the audience
Everyone, or a segment by service, area or status.
Personalize the message
Templates filled with the customer's name, service and details.
Let it run
Messages send on schedule and results show in your monthly report.
I found solutions to keep me away from the computer. I used to spend a full day each week on administration. Now it is only a few hours.
Email and SMS questions
Do customers have to opt in?
Yes. Contacts collected through your site and platform include consent, and every message carries an opt-out.
Can I write my own messages?
Yes. Use the templates or write your own, and your team can help.
How is this different from a newsletter tool?
It is tied to your CRM and calendar, so messages trigger from real events like a booking or a finished job.
Is there a long-term contract?
No. Automated email and SMS is month to month. We work to earn your business every month rather than locking you in.
Who do I talk to when I have a question?
A US-based support team and a dedicated relationship manager who knows your account. Call (210) 480-6345, Monday to Friday, 9am to 5pm Central, or message us from inside your platform.
How do I see what it is doing for me?
Every month you receive a report covering site visits, leads captured, estimates and invoices sent, money collected, messages and appointments. You can also sign in to your platform at any time.
