Automations

We're all about automating repetitive tasks. Here's our list so far.

Auto Pricing
Customer type in their address and assuming we can locate property data, we can generate a price lawn care, leaf removal and aerating.
Completed
"Flight Booking"
You know how when you book airfare, its cheaper depending on what day you're flying? This feature allows customers to book service and depending geographic proximity to other properties, the services will be cheaper or more expensive. "Sure. We'll do it tomorrow but we're 10 miles away so it will be $100. Or if you wait till Thursday, it'll be $60"
Planned
Payment Holds
Never get stiffed again. A hold is automatically put on the users card the day before service. If the card is declined, you and the customer are notified. I'd recommend not rendering services on a job who's card has been declined. This is the same thing a gas station does when you swipe a card at the pump.
Completed
Route Planning
Once the properties are in the system, the system tells you what order to do them in to be most efficient.
Partially Completed
Weather Planning
If inclement weather is incoming, the system will ask you if you want to reschedule all properties that may be affected as well as notify those customers.
Partially Completed
Payment Charges
When you mark a job as completed, assuming the payment method was a credit/debit card. The customer's card will be charged for that particular service. I personally require all customers to have a credit card on file. 99% of my customers are directly charged to their cards.
Completed
Follow Ups
If you sent a customer a quote and they haven't responded, our system will automatically email them again at a set interval.
Planned
Abandoned Cart Recovery
If a customer starts booking services on your booking form and gives us at least an e-mail before abandonment, we will email them up to 3 times over the next week asking them to finish their booking. I've literally done 100's of thousuands of dollars more in revenue because of these.
In-Progress
Deposits
With our partner, Stripe, all deposits are on a rolling basis. Usually 2-3 business days after charging a customer, Stripe makes a deposit to your bank account.
Completed
Email Reminders
These typically goes out the day before intended service as a reminder that service is scheduled for the following day. Example. *Monday* "Reminder: your service is scheduled for tomorrow, Tuesday the 13th. Please make sure your yard is free of unnecessary debris and any relevant gates are unlocked."
Completed
Follow Up Email Survey
After a job is marked as completed, the customer will receive an email asking them what they thought of their service. The customer will have the option of selecting a star rating between 1 & 5 as well as the option to leave a comment.
In-Progress
Follow Up Strong Reviews
A personal favorite. If a customer marks the survey as 4 stars or better, a follow up email will automatically be sent asking them to leave that review on other websites. Yelp, Google etc.. That way, you're pumping great reviews towards your online ad funnels. I haven seen a tremendous amount of success with this.
In-Progress