Features
Follow-up that runs like a well-kept service log
Available in this version
Workflow definitions
Missed call, estimate follow-up, review invitation and reactivation templates with multi-step sequences.
Draft, active & paused states
Turn workflows on or off without losing configuration. Paused workflows log a skip instead of messaging.
Manual approval queue
Review every drafted message before it moves to delivery.
Consent & opt-out tracking
Per-contact SMS and email consent with timestamps. Opt-outs block all pending messages.
Event log & audit trail
Append-only record of every trigger, approval, block and delivery attempt.
Retry & error queue
Failed deliveries are kept with the reason so they can be retried once fixed.
Contacts & estimates
Lightweight records to trigger and track follow-up.
Analytics
Pipeline value, win rate and message outcomes per workspace.
Multi-tenant portal
Each company's data is isolated, with owner, manager and staff roles.
Planned integrations — not live
These are on the roadmap. No messages are sent and no external systems are connected today.
- • Texts sent through your ServiceTitan or Housecall Pro account (integration coming soon)
- • HighLevel CRM sync
- • Phone system missed-call webhooks
- • Email delivery provider