Follow-up
The quote that went quiet, chased before you remember it.
Most work is lost to silence rather than to a competitor. This watches for the silence, writes the message, and then waits for you.
A rule per stage, set by you
How long a customer sits at a stage before they are chased, whether they are chased at all, and whether it goes out as a text or an email. Configured once per stage of your own pipeline, not ours.
The message is drafted, not templated
The draft is written against what is actually on the record — the job, the quote, how long it has been — so it reads like something a person wrote rather than a mail merge with a first name slotted in.
You approve, edit or bin it
Drafts queue up in one place. Approve one and it goes; edit it first and the edited version goes; discard it and nothing happens. There is no setting that turns this into automatic sending.
Stage changes can announce themselves
Moving a customer to a stage can text or email them the update for that stage, using wording you control. Each customer hears it once per stage, ever, even if somebody moves them back and forth.
The wording is yours
Around thirty standard messages are editable. Edits are stored as just the changes, so a message you never touched keeps improving and one you rewrote stays rewritten.
The decision behind it
Nothing automated is ever sent without a person reading it
Fully automatic follow-up is easy to build and is what most of the category sells. It is also how a customer receives a chirpy “still thinking it over?” the day after a job went wrong, and how a business finds out that its software has been talking to people on its behalf for a month.
The cost is that follow-up requires somebody to press a button. In exchange, every message a customer receives from your business was read by somebody at your business first — which is also the honest answer when a customer asks whether they were talking to a robot.
What this does not do
- No marketing campaigns, no newsletters, no bulk sends to a list.
- No automated review requests. Chasing a review is a different act from chasing a decision, and it is the one that annoys people.
- No drip sequences. One follow-up at a time, against a real customer at a real stage.
Questions
Will it text my customers without asking me?
No. Automated follow-up writes a draft and stops. Sending is a person approving that draft. The only messages that go out without that step are the ones you send yourself and, if you switch them on, the stage announcements you configured wording for.
What happens if somebody replies STOP?
They stop hearing from you, immediately and permanently, and that is recorded against the phone number rather than against a customer record — so it holds even for a number that was never a customer in the first place.
Can I see everything that has been sent?
Yes. Every text in either direction is in one thread per number, whether or not that number belongs to a customer, and every email carries its real delivery status — accepted, delivered, bounced or complained about.
The rest of it
Quoting
One measurement, priced three ways.
Contracts and e-signature
Signed from the driveway, and frozen the moment it is.
Scheduling
Book it, move it, and tell the customer.
The field app
For the person standing in the crawlspace.
Recurring work
The visit in six months, remembered without you.
Switching CRMs
Bring five years of customers in from a spreadsheet.
Job costing
What the job actually made, not what you guessed it would.
AI access
Ask it what is owed. Watch what it is allowed to touch.
Or start from your trade
See it against one real job
Fourteen days, no card. Put a job you already know through it and judge it on that.