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Automation & Workflows

Prebuilt campaigns and triggers

Save hours of manual work every week with prebuilt automation workflows that handle your tedious administrative tasks.

Claim Your Market

What's Included

Automation & Workflows

Visual Workflow Builder

Create complex automation sequences without coding. Simply drag and drop logic paths and triggers.

Pre-Built Contractor Recipes

Access our library of pre-built automations specifically designed for home services (e.g., 'The Unsold Estimate Nurture').

Cross-App Webhooks

Connect your automation flows directly to Zapier, QuickBooks, or CompanyCam for seamless data syncing.

Conditional Logic

Set rules like: 'If lead replies YES, move to Appointment stage. If NO, move to Nurture stage.'

Internal Team Notifications

Instantly alert your sales team via Slack or SMS when a high-value lead fills out a form.

Automated Tagging

Automatically tag leads based on the specific ad they clicked or the exact service they requested.

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Your Market?

Stop losing jobs to competitors with inferior craftsmanship but better systems. Claim your territory before your competitor does.

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