Automation Recipes
Practical automations you can set up this week.
Each recipe covers the problem, who it’s for, what you’ll need and the steps, so you can decide if it’s worth doing before you start.
Beginner
About 1 hour (estimate)
Automatically Respond to Missed Calls
Callers who reach voicemail often call the next business on the list instead of waiting for a callback.
For: Home service · Real estate · Local service
Beginner
1–2 hours (estimate)
Follow Up With New Leads Automatically
Leads go cold when follow-up depends on someone remembering to call back.
For: Home service · Real estate · Agencies
Beginner
30–60 minutes (estimate)
Send Appointment Reminders
No-shows and forgotten appointments waste crew time and drive time.
For: Home service · Real estate · Local service
Beginner
About 1 hour (estimate)
Request Reviews After a Completed Job
Happy customers rarely leave reviews unless you ask at the right moment.
For: Home service · Local service
Intermediate
1–2 hours (estimate)
Notify Your Team When a New Lead Arrives
Leads sit in an inbox nobody checks while the team is in the field.
For: Home service · Real estate · Agencies
