Automations handle the follow-ups you'd otherwise forget — overdue invoice reminders, post-visit check-ins, new-lead responses — automatically.
Who can do this: Admins. Automations is included with the Pro plan.
Turn it on
Open Add-ons, find Automations, and switch it on. You can manage it from Settings → Add-ons → Automations, where Open Automations takes you to the controls.
What it does for you
Get paid faster — automatic reminders go out on overdue invoices, so you're not the one chasing.
Win repeat work — a friendly follow-up after every completed visit keeps you top of mind.
Never drop a lead — new requests get a prompt response without you lifting a finger.
Set it once and it runs quietly in the background. Emails and texts go out on your schedule.
Note: Set the Daily send time at the top of the page — customer reminders and follow-ups go out once a day at that time, in your company's timezone. Open a group (Invoice reminders, Visit reminders, or Team) to turn individual reminders on or off.
Related: What add-ons are available?