5 workflows every service business should automate
Trigger → Automated action → Result (no manual work)
1
Lead follow-up
Lead submits form
→
AI sends SMS in 60 sec
→
Lead qualified & booked
Recovers after-hours leads. Response within 5 min = 80% higher conversion.
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2
Review requests
Tech marks job complete
→
SMS with review link (2 hrs)
→
Google review posted
One tap to review. Follow-up at day 3 if no response. Consistent 4.8+ ratings.
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3
Scheduling & dispatch
New job enters queue
→
AI matches tech by skill/location
→
Customer gets ETA text
Eliminates manual Tetris. Routes by proximity, skill, and availability.
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4
Invoicing & payment
Job marked done
→
Invoice + payment link sent
→
Paid same day
Same-day invoicing = 15-25% faster collection. Auto reminders at day 3 and 7.
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5
Report generation
Monday 7 AM (scheduled)
→
Pull data from CRM + accounting
→
Dashboard email delivered
Revenue, jobs, top tech, outstanding invoices. Zero manual spreadsheet work.
~15 hrs/wk
Manual time eliminated
Lead follow-up
Start here (fastest ROI)
$50-100/mo
Typical messaging cost