Dashboard & teamNew
Automations
Simple if-this-then-that rules: when a call ends, a booking lands or a text comes in, email or text your team.
What it does
Pick what should happen when something happens. For example: when an urgent call is not booked, text the owner. Rules only ever message you and your team, never your customers.
How it works on a call
- 1Go to Settings, then Automations, and add a rule.
- 2Pick a trigger: a call ends, a call is missed, a booking is made, or a text comes in.
- 3Add filters like urgent, booked or not, new or repeat caller, or keywords.
- 4Choose actions: email you or up to three people, or text you or your crew.
Who it's for
- Owners who want a text only for the calls that matter
- Teams that route certain jobs to certain people
- Offices that want an email trail for every booking
Price and plan
Included in every plan at no extra cost. 14-day free trial.
Part of every plan. See pricing.
Automations: questions
Can an automation text my customers?
No. Automations only email or text you and your team.
How many rules can I have?
Up to 20 rules, each with up to 3 actions.
Does Automations cost extra?
No. It is part of every plan. Plans start with a 14-day free trial, and we set everything up with you.
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See it work on your own phone line
14-day free trial. We set it all up for you.