Guide · Automations · August 20, 2026 · 1 min read

Five follow-ups a contractor should never send by hand again

Quote reminders, review requests, reschedules — each one is an afternoon a year you get back.

Every contractor has the same list of texts they mean to send and forget. None of them are hard. All of them cost jobs when they don't go out. Here are the five worth automating first.

1. The quote that got no reply

Three days after a quote goes out with no answer, a short text: "Hey, just checking you got the quote for the patio cover — happy to answer questions." Half your lost jobs are people who meant to reply and didn't.

2. The day-before reminder

Install is tomorrow, crew arrives at 8. Customers who know you're coming move the car and put the dog inside. Customers who forgot cost you an hour.

3. The review request

Day after the job wraps, one text with a direct link to your Google reviews. Happy customers leave reviews when it takes one tap and you ask while they're still happy.

4. The reschedule

Weather, supply delays, a crew out sick. The customer should hear from you before they notice you're not there. A template with the new date, sent the moment the schedule changes.

5. The "it's been a year"

Twelve months after an install: "Hope the cover's holding up — if you're thinking about the side yard, we're booking spring now." This is the cheapest lead you'll ever get.

All five run from your existing calendar or job list with no one remembering anything. Here's how we set them up.

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