Automations & Communications
The office work that does itself
Appointment reminders, on-the-way texts, completion summaries, payment nudges, review requests — triggered by what actually happens in your business, not by someone remembering.
Every service business runs the same communication loop: confirm the appointment, warn when the tech is close, summarize the visit, send the invoice, nudge the late payer, ask for the review. Done consistently, that loop is the difference between a professional operation and a chaotic one. Done manually, it consumes an office person’s entire day — and still gets skipped on the busy ones.
WebWork’s automation engine hangs actions off business events. A job gets scheduled, completed, or missed; an invoice goes overdue; a deal is won — each can trigger emails, SMS, and tasks, with delays and active-hours windows so a 2 a.m. completion doesn’t text anyone at 2 a.m. Every message lands in the customer’s communication log, so anyone who picks up the phone sees the whole thread.
Triggered by real events
Automations fire from what happens in the system — scheduling, completion, billing, sales — so nothing depends on memory.
No-code automation engine
Trigger emails, SMS, and tasks from business events, with delays and conditions — configured, not coded.
Appointment reminders
Confirmations and reminders go out on your schedule before every visit.
On-the-way & completion messages
Customers know when the tech is coming and what was done when they leave.
Review requests
Completed-job emails invite happy customers to leave a review.
Revenue on autopilot
The most valuable automations are the ones that collect money and close deals while the office sleeps.
Payment reminders & dunning
Overdue invoices escalate through a reminder sequence automatically.
Proposal follow-up cadences
Unanswered proposals chase themselves until won or closed.
Trial & agreement lifecycle
Renewals and lifecycle moments trigger the right message at the right time.
Every conversation on the record
Communications aren’t side effects — they’re part of the account.
Communications center
Email and SMS conversations logged on the customer account — anyone answering the phone sees the whole history.
Two-way SMS
Customers reply to texts and the replies land on the account (bring your own Twilio number).
Branded email
Messages send from your company identity, with your logo and portal links.
Frequently asked questions
What events can trigger an automation?
Scheduling events (booked, reminder windows, on-the-way, completed), billing events (invoice sent, overdue), and sales events (proposal sent, deal won) can trigger emails, SMS, and tasks — with delays and active-hours windows.
Do I need to write code to set up automations?
No — automations are configured in the admin app: pick the trigger, the delay, and the action. The API, webhooks, and Zapier are there if you want to connect other tools.
Can customers text back?
Yes — SMS is two-way. Replies land in the communications center on the customer’s account, alongside the email history.
Will automations message people in the middle of the night?
No — time-based rules respect active-hours windows, so messages queue for appropriate hours.
Which plan includes automations?
Triggered Automations is a module you can enable per plan or à la carte, so you only pay for it when you use it.
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