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5 templates ready to deploy. Pick one and be live in under 30 minutes.

Recommended first template

Start with Lead Response — 60 Seconds

15 minutes to set up. Starts recovering leads immediately.

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Lead Generation

Lead Response — 60 Seconds

Auto-reply to every new inbound lead in under 60 seconds. Works while you're on a job, after hours, and on weekends.

📈 Increases lead conversion by up to 391% ⏱ 15 min setup

Setup steps

1

Connect your lead source (Google Business, website form, etc.)

2

Customize the auto-reply message

3

Test with a real lead submission

ZapierGoogle FormsTwilio SMS
View Full Setup Guide →
📅
Operations

Appointment Reminder Sequence

2-touch SMS reminder at 24h and 2h before every job. Cuts no-shows by up to 60% and saves wasted drive time.

📈 Reduces no-shows by 40–60% ⏱ 20 min setup

Setup steps

1

Connect your scheduling tool

2

Set reminder timing (24h and 2h defaults)

3

Customize the message with your business name

ZapierTwilio SMSGoogle Calendar / ServiceTitan
View Full Setup Guide →
Reputation

Post-Job Review Request

Triggers 20 minutes after job close — the peak satisfaction moment. Direct link to your Google profile.

📈 Average 3× more reviews per month ⏱ 15 min setup

Setup steps

1

Get your Google review short link (search your business → "Write a review" → copy URL)

2

Connect your job management software

3

Set the 20-minute delay trigger

ZapierTwilio SMSGoogle Business Profile
View Full Setup Guide →
💰
Sales

Estimate Follow-Up (3-Touch)

Automatically follows up on sent estimates at Day 2, Day 5, and Day 10. Recovers 20–35% of cold quotes.

📈 Recovers 20–35% of cold estimates ⏱ 25 min setup

Setup steps

1

Connect your estimate tool (or use a spreadsheet trigger)

2

Customize the 3 follow-up messages

3

Set delays: Day 2, Day 5, Day 10

ZapierGmail / Twilio SMS
View Full Setup Guide →
❄️🔥
Revenue

Seasonal Maintenance Campaign

Spring AC and fall heat check campaigns sent automatically to your past customer list. Set once, runs every year.

📈 15–40 booked maintenance calls per send ⏱ 30 min setup

Setup steps

1

Export your past customer list to Google Sheets

2

Customize the seasonal message templates

3

Set triggers: March 1 (spring) and September 1 (fall)

ZapierGmail / Twilio SMSGoogle Sheets (customer list)
View Full Setup Guide →
PRO
💵
Operations

Invoice Follow-Up Nudge

Automatic nudge on Day 3 and Day 7 after invoice is sent. Reduces outstanding AR without awkward calls.

Upgrade to Pro to Unlock →
PRO
📞
Lead Generation

Missed Call Text-Back

When you miss a call, automatically text the caller within 2 minutes. Captures leads before they call a competitor.

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PRO
🔧
Revenue

Annual Maintenance Reminder

Sends each customer a maintenance reminder exactly 12 months after their last service. Pure recurring revenue on autopilot.

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