Workflows for what you build.

Reminds the homeowner the day before, tells them what to clear before the crew arrives, pings when the crew is dispatched, and confirms the new day when rain moves the route.

1. Tomorrow's routeSent the day before the appointment.
2. Gate and yard accessSent ahead of a visit with the preparation steps to complete before it.
3. Crew on the waySent when a mobile provider, technician, or driver is en route to the customer.
4. Rain moved the visitSent when an appointment is rescheduled.

Confirms the visit happened, asks how it went, and closes out a touch-up request when the crew has to come back.

1. Yard's doneSent when an on-site job or service visit is finished.
2. How did it go?Sent after the appointment to collect feedback.
3. Touch-up doneSent when a ticket is marked resolved or closed.

Acknowledges a new estimate request and lets the prospect know when it's ready to review.

1. Estimate request receivedSent to acknowledge an inbound inquiry, lead, or application before a ticket number is assigned.
2. Estimate readySent before work starts, when a quote is ready to look over.

Sends the invoice for a maintenance plan, recovers a declined card, and confirms a plan change or seasonal pause.

1. Invoice readySent when a new invoice is issued, with the amount in the text.
2. Card declinedSent when a customer's card is declined.
3. Plan updatedSent when a renewal, plan change, or cancellation goes through.