Every firm has a handful of jobs that only ever happen when somebody remembers. The quote nobody chased. The certificate that expired. The customer who was never told the van was running late. We turn them into rules, and then they stop being anybody’s job.
Here is one of them taken apart. Every rule further down this page is built the same way.
It watches the record, not a reminder you set. Nobody has to notice the date, because the date is already in the job it came from.
It reads the diary first, so it never offers a morning you are already booked solid. Whoever answers goes straight in the book.
Booked, or asked and waiting, or nobody replied twice and it needs you. You only hear about the last one.
A fortnight, no reply → chase it once, politely, then tell you it has been chased.
The day before the visit → ask for it, and flag the job if it still has not landed by the morning.
A job is marked done → raise it from the job, send it, and chase it if it goes unpaid.
Two weeks with nothing logged against it → put it in front of you before the customer rings to ask.
The moment it lands → the customer gets the day, the time, and the name of whoever is coming.
The job before overruns → text the next one a new time before they start wondering where you are.
The order lands → tell the customer, and offer the return visit while it is fresh.
A message at half nine at night → answer it straight away, and book it if it can be booked.
Thirty days before it runs out → text the customer two slots and put whoever answers in the diary.
A landlord with nine properties → all nine chased together, and one visit booked to do the lot.
A month before it lapses → tell them, and offer the service that keeps it alive.
Twelve months after the last visit → ask them to book the next one before the cold sets in.
Somebody hands their notice in → their jobs get reassigned and the advert goes out the same week.
Thirteen of the usual ones. Yours will be whatever your business actually runs on — we work them out on the call and build them round how you already do it.
On the first call. Not a form — a conversation about the week you actually have, and the three things in it that never get done.
In your words, using your dates, your prices and your diary. You read them back before any of them are switched on.
Take a new type of work on, or drop one, and the rules move with you. You ask; we change them. There is nothing for you to configure.
None of this works without the record underneath it. A rule can only chase the quote because the quote is on the system, and it only knows the certificate is due because the job that issued it is too. Automations are part of what we build you — they are not a thing you can bolt onto what you already have.