> ## Documentation Index
> Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Badge Follow Up Automation

> Learn about badge Follow Up Automation in ServiceM8.

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)

## Click the New Automation button

<img src="https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-623-c4d88cfa-d7ad-4dd5-949a-ddab1b119f47.png?fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=ea90f4fe21d9d3ecd6679b2f9112494b" alt="Click the New Automation button" width="156" height="46" data-path="images/006-812-623-c4d88cfa-d7ad-4dd5-949a-ddab1b119f47.png" />

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

## Select Badge Follow Up from the list

<img src="https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-624-4696217c-19b3-4392-9f0c-58db81ef7f48.png?fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=f5d59ae3698b5b9f790ba46721a2ece7" alt="Select Badge Follow Up from the list" width="522" height="73" data-path="images/006-812-624-4696217c-19b3-4392-9f0c-58db81ef7f48.png" />

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

<img src="https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-625-79fd6975-1c06-4fd0-afff-259268e09053.png?fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=a8ca6806ed43da58e5865e35ffbea868" alt="Choose how to send your follow up messages, and enter a badge name" width="819" height="230" data-path="images/006-812-625-79fd6975-1c06-4fd0-afff-259268e09053.png" />

## Choose how long to wait before sending a follow up message

<img src="https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-626-0cb240b6-dd77-4012-b8c9-61644b720728.png?fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=8b4b63ea48f3d52a5cfeeea2b7b7ccf2" alt="Choose how long to wait before sending a follow up message" width="736" height="188" data-path="images/006-812-626-0cb240b6-dd77-4012-b8c9-61644b720728.png" />

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

<img src="https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-627-331beacc-3042-4923-92dc-0183cc106553.png?fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=b5d7402e5238ea4c1dbf04c4f0c954e1" alt="Configure the follow up message to be sent" width="759" height="641" data-path="images/006-812-627-331beacc-3042-4923-92dc-0183cc106553.png" />

You can use all standard [template fields](/help-center/advanced-setup/invoice-quote-templates/available-fields-for-invoice-and-quote-templates) in your messages.

## Review your settings

<img src="https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-628-a91737c1-dd67-4267-bfca-16827d3529fe.png?fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=7696b49a81ce54ce243bbaa37142aa3a" alt="Review your settings" width="76" height="65" data-path="images/006-812-628-a91737c1-dd67-4267-bfca-16827d3529fe.png" />

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.
