Workflow collection
Trades and local service workflow recipes
Quotes, bookings, reviews, complaints, and recurring reminders need simple daily workflows.
Trades and local service teams
Workflow recipe
Quote follow-up
Follow up estimates at the right time with scope, price, and availability checks.
Workflow recipe
Job completion review
Ask for reviews after successful jobs while routing complaints to a human first.
Workflow recipe
Booking request routing
Route new booking requests by urgency, location, service type, and owner availability.
Workflow recipe
Materials order reminder
Create reminders for materials, job notes, and supplier follow-up before scheduled work.
Workflow recipe
Service complaint triage
Classify complaints, route urgent cases to an owner, and draft a careful response.
Workflow recipe
Recurring maintenance reminder
Remind customers about recurring maintenance, inspection, or service appointments.
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