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Use Badge Follow Up Automation to automatically send follow up messages to your clients after completing a job. There’s so many ways this can be handy:
  • Request feedback soon after job completion
  • Prompt the client to book maintenance or related work
  • Remind clients of repeat visits that may be necessary (examples include annual pest inspections, air-conditioner cleaning, or equipment servicing)

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Click the New Automation button

Click the New Automation button Unlike some other Automations, there are no pre-created Badge Automations. You can create one by clicking the New Automation button.

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Select Badge Follow Up from the list

Select Badge Follow Up from the list

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Choose how to send your follow up messages, and enter a badge name

Choose how to send your follow up messages, and enter a badge name

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Choose how long to wait before sending a follow up message

Choose how long to wait before sending a follow up message The “Skip sending if…” checkbox is perfect for follow-up messages which ask clients to book in a repeat visit. It allows you to automatically cancel the scheduled message if the client calls before the automated message and books a repeat visit themselves.

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Configure the follow up message to be sent

Configure the follow up message to be sent You can use all standard template fields in your messages.

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Review your settings

Review your settings Each Badge Follow Up Automation will create a unique badge in your account. Simply apply the badge to a job, and the follow up message will be scheduled for the specified time after job completion.
Last modified on March 3, 2026