Automated review requests
Ask happy customers for a review at exactly the right moment.
You ask
“When a job is marked complete, send the customer a review request a day later.”
What the worker does
- 1
Watch for jobs marked complete in your tracker.
- 2
Wait the right amount of time, then prepare a friendly request.
- 3
Personalize each message to the customer and the job.
- 4
Hand you the drafts to approve before anything is sent.
Result: Queued 12 review requests, drafted each for approval.
Hand off automated review requests
Delegate it once and a worker handles it from here — you keep approval.
Questions
Can it wait a day after the job before asking?
Will it message customers on its own?
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Clear the inbox without losing the thread.
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Every new lead gets a same-day reply.
See how it works →Recurring reporting
The weekly update writes itself.
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Run the daily standup without chasing anyone.
See how it works →Invoice & payment follow-ups
Chase overdue invoices so your cash flow doesn't stall.
See how it works →Meeting notes & follow-ups
Turn every meeting into action items and a sent follow-up.
See how it works →Automated Google Sheets reports
The weekly report builds itself from your spreadsheet.
See how it works →Contract sending & e-signature
Send, track, and file every contract for signature.
See how it works →Client onboarding
Every new client gets the same flawless welcome.
See how it works →