Automation Setup

Configure automatic notifications & follow-ups

AUTOMATIONS - SIMPLIFIED

No templates. No manual configuration. Just toggle ON and we handle the rest.

4-STEP SETUP (2 MINUTES)

1

GO TO SETTINGS

Admin Dashboard → Settings (coming soon). You'll see toggles for each automation.

2

ENABLE WHAT YOU WANT

Click the toggle for: Lead Notifications, Appointment Reminders, Invoice Reminders, Follow-up Tasks, Review Requests.

3

CUSTOMIZE (OPTIONAL)

Choose timing (when reminders send), who gets assigned tasks, add incentives for reviews. Defaults work fine too.

4

DONE

Everything else is automatic. No templates, no email creation, no manual setup. System handles it all.

AVAILABLE AUTOMATIONS

Action

Send email to owner + assigned team member

Platform Required

Automatic - No Setup Needed

Setup Steps

This automation is ALREADY ACTIVE.

Every time a lead arrives through your website form or is manually added, you automatically get an email with:

- Customer name and phone

- Service requested

- Lead source (website, phone, referral, etc.)

- Date/time received

Email goes to: metroheatandcool1@gmail.com

NO ACTION NEEDED - It just works!

HOW IT WORKS - NO COMPLEXITY

Everything is built-in and automatic. No third-party software. No email templates to create. No manual setup.

  • ✓ Lead arrives → System sends you notification automatically
  • ✓ Job created → System notifies technician instantly
  • ✓ Job completed → System creates follow-up task automatically
  • ✓ Invoice sent → System sends reminder before due date
  • ✓ System handles all emails, timing, logging, retries

Your job: Go to Settings, toggle ON what you want, done. System does the work.

WHAT'S COMING SOON

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Admin Settings page - single place to toggle all automations on/off

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Email customization - make templates match your brand (optional)

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Automation analytics - see which automations are working best

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Two-way SMS - customers can reply to texts from your system

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Google Calendar sync - jobs auto-add to your calendar

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QuickBooks integration - invoices auto-sync for accounting