Tools
Marketing
Email campaigns, segments, sequences, review requests, and daily briefs.
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Automated Email Sequences (Marketing)
A sequence is marketing that runs itself. Instead of remembering to email every unanswered estimate or every contract about to expire, you set up a…
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Call Tracking (Marketing)
Call tracking is planned but not available yet. This article explains the current state so you're not left hunting for a screen that doesn't do anything.
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Daily Brief Emails (Marketing)
A daily brief is a summary email sent to you at a time you pick — open your inbox with your coffee and know exactly how the day looks. There are two kinds…
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Marketing Module Overview (Marketing)
The marketing tools help you win new work and keep the customers you have — personalized email campaigns and printed letters, saved audience segments…
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Review Requests & Referrals (Marketing)
The review engine sends a short branded "How did we do?" email automatically after a customer pays an invoice or a visit is completed. Happy customers are…
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Saved Segments (Marketing)
A saved segment is a reusable set of filters — like "customers in Springfield with a contract expiring soon" — that resolves to a fresh recipient list…
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Send an Email Campaign (Marketing)
An email campaign sends a personalized email to a list of customers or leads — each person gets their own copy with their name and details filled in…
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Work-Completed Emails (Marketing)
A work-completed email is a branded summary a customer receives when a crew finishes a visit — the service performed, the date, crew notes, and any photos…
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