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
- Send special offers or discounts to encourage repeat business
- Remind clients of repeat visits that may be necessary (examples include annual pest inspections, air-conditioner cleaning, or equipment servicing)
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.
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.
Configure the follow up message to be sent
You can use all standard template fields in your messages.