On my way texts, survey and estimate follow-up automations
Text the customer when the crew taps Drive, ask for a survey after a Service, and follow up on sent estimates.
Three starter automations are in Automations. Each starts Off, and nothing goes out until you turn it on and Automations sending is on.
On my way text
- When a technician taps Drive on Route, the Service is "on the way" (trigger Service is on the way).
- The text can use [tech_first_name], [eta_time] and [arrival_window]. The time is a straight-line estimate from the last finished stop at the Average Drive Speed in Automations Settings.
- Turn it on in Automations. One text per customer per day to start (Most On My Way Texts Per Customer Per Day).
Texts need texting registration (10DLC) approved first. There is also a Service started trigger for when the crew taps Start.
Estimate follow-up
- Starts when an estimate is Sent. Waits 3 days, emails a reminder with [estimate_link] if it is still open, then makes a Task 4 days later.
- It stops by itself once the estimate is approved, declined or expired (Stop When The Estimate Is in Automations Settings).
Customer survey
- Two days after a Service is completed, emails one 0-10 question with [survey_link]. Needs the Customer Survey module on.
- See Customer Survey for how answers are handled.
Updated 10/23/26