Featured Templates
QuickBooks Integration
Purpose: Automate invoice creation and ensure instant syncing with QuickBooks
What it does:
Automatically creates invoices in QuickBooks when jobs are completed
Syncs customer information between systems
Updates payment status in real-time
Eliminates double data entry
Best for: Businesses using QuickBooks for accounting who want seamless financial integration
Lead Response Automation
Purpose: Instantly respond to new leads and guide them through the booking process
What it does:
Sends immediate acknowledgment when a new lead comes in
Provides service information and pricing
Schedules follow-up communications
Assigns leads to appropriate team members
Best for: Companies looking to improve lead conversion rates and response times
Real-Time Customer Updates
Purpose: Keep customers informed at every stage of the job
What it does:
Sends confirmation when appointments are scheduled
Notifies when technician is on the way
Updates on job progress
Sends completion notifications with invoice
Best for: Businesses prioritizing customer communication and transparency
No-Show Prevention
Purpose: Eliminate costly no-shows with automated appointment reminders
What it does:
Sends reminder 24 hours before appointment
Sends day-of reminder with technician details
Requests confirmation from customer
Alerts office if confirmation not received
Best for: Service businesses with high no-show rates or costly missed appointments
Estimate-to-Cash Workflow
Purpose: Transform estimates into cash with automated follow-up
What it does:
Sends estimate to customer immediately
Follows up if not viewed within 48 hours
Reminds about expiring estimates
Converts approved estimates to jobs automatically
Best for: Companies wanting to improve estimate conversion rates
Automated Payment Collection
Purpose: Reduce late payments by 73% and improve cash flow
What it does:
Sends invoice immediately upon job completion
Sends payment reminders at intervals
Applies late fees automatically
Escalates severely overdue accounts
Best for: Businesses struggling with accounts receivable and cash flow
Template Categories
Financial Integration
Templates focused on accounting, invoicing, and payment processing automations.
Operational Efficiency
Workflows designed to streamline daily operations and reduce manual tasks.
Customer Experience
Automations that enhance customer communication and satisfaction.
Team Management
Templates for better coordination and communication among team members.
Sales & Marketing
Workflows to improve lead conversion and customer retention.
Compliance & Documentation
Templates ensuring proper documentation and regulatory compliance.
How to Use Templates
1. Browse Available Templates
Navigate to the Workflow Templates section and explore available options. Use filters to find templates relevant to your needs.
2. Preview Template Details
Click on any template to see:
Detailed description of what it does
Trigger events and conditions
Actions that will be performed
Expected benefits and outcomes
3. Activate a Template
Click "Check it out" to:
Review the workflow configuration
Customize settings to match your business
Test with sample data
Activate for live use
4. Customize as Needed
After activation, you can:
Modify trigger conditions
Adjust timing of actions
Personalize message content
Add or remove workflow steps
Customizing Templates
Personalize Messages
Edit email and SMS templates with your branding
Add custom fields and dynamic content
Adjust tone and language to match your brand voice
Adjust Timing
Change when reminders are sent
Modify follow-up intervals
Set business hours restrictions
Add Conditions
Filter by customer type
Apply to specific service types
Set priority levels
Add geographic restrictions
Extend Functionality
Add additional actions
Include more team members
Connect to additional systems
Create parallel branches
Template Best Practices
Start with Templates: Even if you plan to customize, templates provide a proven starting point
Test Before Launch: Run templates in test mode before applying to real customers
Monitor Initial Performance: Watch closely for the first week after activation
Gather Feedback: Ask team members and customers about their experience
Iterate and Improve: Use insights to refine and optimize workflows
Combining Templates
Many businesses benefit from using multiple templates together:
Lead Response + Estimate-to-Cash: Complete sales cycle automation
Real-Time Updates + No-Show Prevention: Comprehensive customer communication
QuickBooks Integration + Payment Collection: End-to-end financial automation
Success Metrics
Track template performance through:
Execution Count: How often the workflow runs
Success Rate: Percentage of successful completions
Time Saved: Estimated hours saved through automation
Business Impact: Metrics like reduced no-shows or faster payments