Unlimited owner-authored auto-outreach rules. Pick a trigger (new lead, warranty expiring, year after job, dormant customer), write your own copy, set the delay.
Beyond the five built-in templates (quote follow-up, appointment reminder, on-my-way, invoice reminder, post-job follow-up), you can build unlimited custom automations tied to triggers like "new lead arrives," "warranty expiring in 30 days," "year after job complete," and "customer has gone dormant." Where to find it Open the Messages tab. Beneath the inbox + Automated messages cards, the Custom automations card lists every rule you've created. Click + New automation to build one. The builder Name — what you'll see in the list ("New lead — instant reply"). Trigger — when the rule fires. Choices cover the lead → quote → job → payment pipeline plus warranty-expiring (N days BEFORE expiry), warranty-expired, annual check-in (one year after a job completes), and dormant-customer (no touch for N days). Each trigger ships with a suggested subject + body so the form isn't blank. Send via — Email, Text, or Auto (Email first if the customer has one, otherwise SMS). Delay — days after (or, for warranty-expiring, days before) the trigger fires. 0 fires right away. Subject (email only) + Body — write your own copy. {`{ }`} , {`{ }`} , {`{ }`} , and trigger-specific tokens ( {`{ }`} , {`{ }`} , {`{ }`} ) fill in at send time. How it actually fires The daily 9:00 UTC cron walks every enabled rule, finds matching records, applies the delay against the trigger date, and dispatches via your normal messaging seam — so sent messages land in the customer's conversation thread AND their customer portal. A per-rule ledger tracks every (rule, target) pair that fired, so a rule never re-sends to the same lead / job / invoice / contact. Limits None. Stack as many rules as you want — multiple rules on the same trigger (e.g. day-1 + day-7 + day-14 nudges) all fire independently and share the candidate query so it's cheap.