Features/CRM/Automations
    Be Pro / CRM

    Automations

    Everything that runs your business, in one place.

    Why this matters

    The follow-up is where jobs are won or lost, and it's the first thing that slips when you're busy.

    Automations send the replies, reminders, and follow-ups on their own, so the lead you didn't have time to chase still gets chased. The job that went to someone else because you forgot to call back now stays yours, because something remembered for you.

    What we do

    The follow-up runs itself: replies to new leads, appointment reminders, follow-ups until the estimate is booked, and review requests after the job.

    What you see

    A heads-up at every step, and every lead moving on its own.

    What your customers see

    Never left wondering what happens next.

    Find it in: Automations > Workflows

    More in CRM

    Business Phone Number

    Every Launch Pad gets its own local business number, registered with the carriers so your business name shows on caller ID.

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    Mobile App

    Run all of it from your phone: calls, texts, leads, your calendar and payments.

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    Universal Inbox

    Every call, text, email, chat and Facebook and Instagram message lands in one inbox.

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    Snippets

    Saved replies written for your trade, so the questions homeowners ask most take one tap to answer.

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    Trigger Links

    Links that know who clicked, so when a customer taps your booking, review or payment link, the next step starts on its own.

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    Contacts & Job Pipeline

    Every lead becomes a card that moves from new to booked to won, so you always know what's next.

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    Calendars

    Your estimate calendar with your hours and availability, synced to the calendar on your phone. Confirmations and reminders go out on their own.

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    Missed Call Text Back

    Miss a call and the caller gets a text right away, so the conversation keeps going.

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    Estimates & Invoices

    Estimate templates for your services, ready to send. An approved estimate becomes an invoice, and trades that sell maintenance get recurring invoices too.

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    Online Payments

    Customers pay by card from a text or email link. A customer portal where they can see and pay every invoice is available on request.

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    Accounting Sync

    Your invoices and payments sync with your accounting software.

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    Contracts & E-Sign

    Send contracts and change orders to sign from a phone, and keep every signed copy with the customer.

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    Email & Text Campaigns

    Reach past customers with seasonal reminders and offers by email and text.

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    Reporting

    Your dashboard when you log in, a short text summing up your week, and a monthly report.

    Learn More

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