Automatic reminders
Keep customers and technicians aware of appointments, arrival windows, and schedule changes.
Automation & AI
Less admin. Faster follow-up. A smarter operation.
Automate reminders and follow-up, summarize jobs, and let AI handle repetitive admin work.
Follow-up stays consistent AI uses live business data Your team keeps control
NEEDS ATTENTION3 jobs
FOLLOW-UPS DUE8
ADMIN WORK THAT MOVES ITSELF
Keep the small tasks from becoming big problems.
Let Pro Suite handle the routine reminders, prompts, summaries, and next steps that keep customers informed and the office organized.
Estimate follow-up
Prompt the right next step when an estimate is sent, viewed, approved, or still waiting.
AI job summaries
Turn field notes, work performed, photos, and outcomes into a clean service summary.
Daily priorities
Surface jobs, invoices, leads, and customer follow-ups that need attention now.
Repeatable workflows
Use consistent triggers and actions so routine admin work happens the same way every time.
Connected business context
Let AI work from live schedule, job, customer, invoice, and lead data already in Pro Suite.
FOLLOW-UP AUTOMATION
The right message goes out at the right moment.
Build reliable follow-up around real events in the operation. When an estimate is sent, a job is scheduled, or an invoice becomes overdue, Pro Suite can move the next step forward.
- Respond to real triggersUse job, estimate, appointment, invoice, or customer activity to start the workflow.
- Keep messages relevantUse the connected customer and job context instead of generic follow-up.
- Know what happened nextKeep the sent message and resulting action attached to the record.
ACTIVE AUTOMATIONEstimate follow-up
RunningTRIGGEREstimate sent
EST-1048Wait for customer activity
DELAYWait 2 business days
2 daysStop if the estimate is approved
ACTIONSend friendly follow-up
AutomaticPersonalized with customer and estimate details
AI JOB SUMMARYHVAC Repair ยท J-2087
Generated 6 field notes 4 photos 8 checklist items
Service summary
Diagnosed a failed run capacitor causing the outdoor unit to stop. Replaced the capacitor, cleaned the condenser coil, verified refrigerant readings, and tested system performance. Supply temperature and amperage returned to the normal range.
System operating normallyRecommended surge protection and seasonal maintenance.
Review Add to customer update
AI JOB SUMMARIES
Turn field activity into a clean customer-ready record.
Use the work already captured during the visit to create a concise summary of the issue, diagnosis, work performed, result, and recommended next steps.
Less writing after the jobGive technicians a strong first draft from the details they already recorded.
Clearer customer communicationExplain what happened and what comes next in plain language.
Better service historyKeep a useful summary with the customer, equipment, and completed job.
ASK PRO SUITE
Start the day with the work that matters most.
Ask about revenue, overdue invoices, jobs needing attention, technician availability, leads, or customer follow-ups. Pro Suite can combine live context across the operation and point your team toward the next action.
Explore Pro Suite AILate arrival, parts hold, approval needed
Two invoices more than 14 days past due
Five estimates and three maintenance reminders
LIVE BUSINESS CONTEXT
AI works from the operation you are already running.
Use current schedule, jobs, customers, invoices, leads, and team activity to answer practical business questions and recommend useful actions.
Put AI to work in your operationTRIGGER TO RESULT
Automation that stays connected to the work.
Recognize the trigger
An estimate, appointment, job, invoice, lead, or customer event starts the workflow.
Apply the right context
Use customer, job, timing, status, and business rules to shape the next step.
Handle the routine action
Send a reminder, create a task, surface a priority, or prepare a summary.
Keep the team informed
Record the action and outcome so people stay in control of the operation.
READY TO REDUCE THE BUSYWORK?
Let automation handle the routine so your team can handle the work.
Start a 14-day free trial and bring reminders, follow-up, job summaries, AI priorities, and daily operations into one system.
Explore automation No credit card required