Product · 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.
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
- Your rules, written down where you can read them
- Nothing fires without a rule saying so
- Every send is on the job record
- Turn any rule off as easily as on
What stays yours
Automation that knows when to hand it back.
The action list holds everything that still needs a human — so the automated work and the judgment calls never blur. You see what fired, and what’s waiting on you, in one place.
- The action list — everything that needs you, in one list
- What fired, visible on the job it touched
- A morning briefing that already knows what’s priority
- Automation does the chasing, you do the deciding
- Every automated send reads like you wrote it
- The client’s reply lands back in the job thread
- No black boxes — the rule is the explanation
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 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
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
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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