How to set up Automations

A close look at the 5 types of automations you can set to save time on admin tasks, improve customer service & generate more work, automatically:

  1. Booking Reminders: for preventing ‘no shows’ on arrival which cost you time & money. Help article here.
  2. Quote Follow-Ups: to help convert more quotes into confirmed work. Help article here.
  3. Payment Reminders: to request payment of overdue invoices. Help article here.
  4. Badge Follow-Ups: to follow up with clients a set time after job completion, like to request feedback or enquire if they need anything else. Help article here.
  5. Form Follow-Ups: an internal business automation where specific Form responses will trigger a message to arrive in your ServiceM8 Inbox. Help article here.

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