What can trigger an automation?

Automations can react to changes across jobs, invoices, estimates, appointments, and calls. That includes a job reaching a status, an invoice becoming due, an estimate being sent, or an appointment getting close.

Can I delay an automated message?

Yes. Choose immediate delivery or set a custom delay such as 2 minutes, 45 minutes, 3 hours, or the next morning.

Can automations send both texts and emails?

Yes. A rule can send a text or email to the client or notify the appropriate person on your team, depending on how you configure it.

How do tag conditions work?

Conditions let a rule run only when a job or client has, or does not have, a specific tag. That makes it easy to build separate follow-ups for VIP clients, certain job types, repeat customers, or sensitive situations.

Do I need to build every automation from scratch?

No. Start from a practical template, then change the trigger, action, message, timing, and conditions to match the way your company works.

Automations

Put the busywork on Autopilot.

Build a rule once. Autopilot handles every reminder, follow-up, and handoff from then on.

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Trusted by 400+ businesses4.9 4.8

An automation rule that sends a client an SMS in two minutes when a Los Angeles truck job is completed

Build it like you would say it.

Pick what happened, what Autopilot should do, who should receive it, and exactly when it should happen. No code. No maze of boxes.

Automation ready

When a job is completed,

send the client an SMS in 2 minutes.

Job tag · Los Angeles truck

Timing

2 min20 min45 min3 hoursNext morningImmediately

The right local-truck follow-up goes out with a short, intentional delay.

The right message at the right moment.

Send it now, in two minutes, later this morning, or the next morning. Every rule follows the clock that matters to the job.

Start with a two-minute delay
Pick a custom short delay for each workflow
Use next morning for lower-priority follow-ups

Choose when it runs

Relative to the trigger

2 minutes45 minutesNext morning20 minutes3 hoursImmediately

Runs with a 2-minute delay

Only run this rule when...

All selected conditions match

Job tagISLos Angeles truck

AND

Client tagIS NOTDo not text

Tags turn a broad rule into your rule.

Follow up differently for VIP customers, repeat work, a certain job type, or jobs that still have money due. Include the people who need the message and leave everyone else alone.

Job tagsClient tagsJob typeService areaBalance due

The follow-ups that keep work moving.

Start with the jobs your office repeats every day, then make each rule as specific as your business needs.

When

Invoice is due

Only if

Balance is still unpaid

Autopilot will

Email the client

Timing

Next morning

When

Job is completed

Only if

Job tag is Review ready

Autopilot will

Ask for a review

Timing

45 minutes

When

Job is assigned

Only if

Job tag is Los Angeles truck

Autopilot will

Notify the crew lead

Timing

20 minutes

When

Estimate is sent

Only if

Estimate is still open

Autopilot will

Send a follow-up

Timing

3 hours

Your office keeps moving, even when nobody is at the desk.

Set the standard once. Autopilot repeats it every time.

businesses run on Autopilot: 400+
Google Play rating: 4.9
App Store rating: 4.8
per month starting price: $49

Build the rule once. Get the time back every day.

Put reminders, follow-ups, review requests, and office handoffs on Autopilot.

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Automation questions, answered

The practical details for putting busywork on Autopilot.