Workflows for what you build.

Sends the estimate with a link to approve it, nudges the homeowner who has not answered, and confirms the approval that moves the job into scheduling.

1. Estimate sentSent before work starts, when a quote is ready to look over.
2. Still waiting on youSent a few days after a quote goes out and still has no answer.
3. Approved, scheduling youSent when the recipient approves a deliverable and the work advances.

Confirms the walkthrough, reminds the homeowner the day before and an hour out, and handles a moved visit or a door nobody answers.

1. Visit confirmedSent when a booking is confirmed.
2. Tomorrow's visitSent the day before the appointment.
3. An hour outSent about an hour before the appointment.
4. Moved your visitSent when an appointment is rescheduled.
5. Nobody homeSent after a missed appointment.

Tells the homeowner which crew has the work day, when they leave, and when they reach the door.

1. Crew scheduledSent when a job is assigned to a technician, before the on-the-way ping.
2. Crew on the waySent when a mobile provider, technician, or driver is en route to the customer.
3. Crew at your doorSent when the technician reaches the address.

Reports each phase as it completes, relays the inspection date, and gets a scope change approved before the crew keeps going.

1. Phase completeSent when a named phase of a job already under way finishes.
2. Inspection scheduledSent when a booking is confirmed.
3. Change order to approveSent mid-job, when work is stopped until the customer approves the price.
4. Change order approvedSent when the recipient approves a deliverable and the work advances.

Closes the project out, bills it, recovers a declined card, and asks for the review that feeds the contractor's referrals.

1. Job completeSent when an on-site job or service visit is finished.
2. Invoice readySent when a new invoice is issued, with the amount in the text.
3. Payment receivedSent when a payment arrives, with the amount in the text.
4. Card declinedSent when a customer's card is declined.
5. How'd the project goSent after the appointment to collect feedback.