Job marked complete → Send follow-up email — 24h later
All recurring jobs
Estimate sent → Text reminder if not viewed in 48h
All estimates
Invoice 7 days past due → Send past-due notice + late fee flag
All invoices
New ticket submitted → Notify assigned account manager
Client Portal
Capabilities
What automations actually does.
Trigger → Action Engine
Build a rule once and it fires on its own — unlimited automation rules included on every plan, no per-rule pricing to think about.
Job & Estimate Triggers
Job completed → follow-up email 24 hours later. Estimate sent but not viewed in 48 hours → text reminder. The moments clients actually respond to, handled without a human remembering to send them.
Invoice & Payment Triggers
Automated past-due notices and autopay confirmations keep the billing conversation moving without a staff member checking invoice status by hand.
Email & SMS Channels
Rules can fire an email or a text from the same builder. SMS ships with 500 messages included, then $10 per 250 over.
Spans Both Products
The same trigger → action engine also runs Equipt's meter and PM-schedule automations, so an org on one login can build rules across both sides of the business.