SMB Automations

Step-by-step automations, AI prompts, and tutorials for operators who’d rather wire it up than wait on someone else.

Status changed? Text the homeowner before they call

Nov 9, 2026

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1 min read

Status changed? Text the homeowner before they call

Callback promised? Log who owns it until it closes

Nov 6, 2026

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1 min read

Callback promised? Log who owns it until it closes

Open shifts next week? Run the coverage check

Nov 5, 2026

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1 min read

Open shifts next week? Run the coverage check

Regular stopped coming? Send the win-back note

Nov 4, 2026

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1 min read

Regular stopped coming? Send the win-back note

Job went well? Ask for one referral the next day

Nov 3, 2026

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1 min read

Job went well? Ask for one referral the next day

New web lead? Reply before they book someone else

Nov 2, 2026

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1 min read

New web lead? Reply before they book someone else