Features · Automations

The follow-ups run themselves.

Invoices go out, reminders chase them, reviews get requested, quotes get followed up — on rules you set once and can read forever.

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What runs

Set the rule once. It works every day after.

Automations cover invoices, quotes, reviews, reminders and follow-ups. Overdue invoices send a reminder with a Pay Now link. Review requests go out when the job wraps. None of it depends on someone remembering.

Automations — invoices, quotes, reviews, reminders, follow-ups
Overdue reminders with a Pay Now link
Review requests when the work is done

Automatic emails and rules on a phone: what the rules do, a heads-up that a rule marked Emails sends without a preview each time and can be skipped on one quote or invoice, and the Quotes & invoices group with two rules on.

What stays yours

Automation that knows when to hand it back.

The Assistant’s list holds everything that still needs a person, and says what the automation already tried — an invoice with two reminders sent, a quote whose one follow-up got no reply. A quote still being chased stays off the list until the automation gives up, and every automatic send is on the job it touched.

The Assistant’s list — everything that needs you, one card per client
What the automation already sent, on the line it sent it for
Every automatic send, on the job it touched

The Assistant’s list, “Your move”, three clients and $31,306: Tom Becker, overdue — chase invoice INV-0098, $5,072 outstanding, 12 days overdue, 2 reminders sent, with Send reminder; Daniel Okafor — show the flashing as its own line on the quote, and send quote QT-0114, built but never sent; Helen Fraser — follow up quote QT-0109, $14,910, sent 9 days ago, 1 auto-chase sent, no reply, with Text client.

Smart paste

Paste the enquiry. The client makes itself.

A forwarded email, a voicemail transcript, a text — paste it into a new request and the name, the phone, the email, the address and the scope are read out and filled in. Snap a business card and it does the same. You review every field before it saves.

Paste text or snap a business card — the form fills itself
The scope lands as the request notes, ready to quote
You review every field before anything saves

Smart Paste uses AI credits from your plan.

Paste the enquiry. An email, a text, a voicemail written out — or a photo of a business card.
The form fills itself. The address and what they asked for too — and nothing is saved until you press Create request.

Requests

Every request knows its next move.

New requests line up with the scope, the address and a suggested next step — schedule the visit, generate the quote — so nothing sits in a pile waiting for someone to remember it.

A suggested next step on every request
Schedule the visit or generate the quote in one tap
Plan the day’s visits into a route from the same screen

The requests board in Daybook: “Stone veneer on the front of the house — 41 Cranston Place” and “Brick mailbox rebuild — 12 Silverado Range Close”.

See it on one of your real jobs.

Run your own workflow through Daybook — bring a quote, a messy email thread, or a week of scheduling.

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The follow-ups run themselves.

Set the rule once. It works every day after.

Automation that knows when to hand it back.

Paste the enquiry. The client makes itself.

Every request knows its next move.

Goes hand in hand with

Invoicing & Payments

Communications

Scheduling

See it on one of your real jobs.