Automation sequences
Multi-step workflows that run themselves.
Replaces a to-do list of follow-ups nobody gets to. The chasing, reminding and rebooking happens every time, for the price of a round of coffees.
The follow-ups you never get round to, done every time.
Quote chasers, invoice reminders, review requests, service-due rebooking and win-back sequences run on their own. An AI assistant drafts replies, RAMS and quotes from photos.
It is like having an admin who never forgets, for the price of a round of coffees.
- Multi-step sequences of texts and emails triggered by something happening
- Quote sent, quote gone quiet, job completed, invoice overdue, certificate expiring
- Steps wait a set number of days and stop automatically when the customer responds
- Every send is logged, so you can see exactly what a customer has received
Step 06 of the job: paid
The customer pays by card, Apple Pay or Direct Debit. Xero or QuickBooks are updated. A review request goes out. And eleven months later, the annual service reminder books the next job.
Automation sequences is one part of that step. The rest of the job — quoting, scheduling, certificates, invoicing and payment — runs in the same system, on the same record. See the whole job →
What does automation sequences replace?
For most trade businesses, a to-do list of follow-ups nobody gets to. The chasing, reminding and rebooking happens every time, for the price of a round of coffees.
Does automation sequences work on a phone, and offline?
Yes. The mobile app is offline-first: records created on site are stored on the device and synced automatically, in order, when signal returns. Lofts, plant rooms and rural sites were the design brief.
Which plan is it on?
Every paid plan. Automation sequences is included for unlimited users at no extra cost — the monthly, annual and lifetime plans differ only in how you pay.
How long does it take to start using?
Minutes. Start a 14-day free trial with no card, pick your trades at sign-up, and automation sequences is switched on with your trade's templates already in place.
Put automation sequences to work.
Full platform, 14 days free, no card needed. Set up in an afternoon, import your customers in a few clicks, and send your first quote today.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.