AI Follow-Up

Stop losing leads to silence

AI Follow-Up automatically drafts and sends personalized follow-up messages for pending bookings, completed jobs, and overdue invoices. No lead, no review request, and no payment reminder falls through the cracks.

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CRM, scheduling, invoicing and AI in one app for cleaning companies

Included in Pro and Business plans · 14-day trial · $0 today · card required

Follow-up queued

AI drafted · awaiting approval

Hi Sarah, just checking in. We'd love to get your cleaning scheduled. Would Tuesday or Thursday work better for you?

✓ Booking follow-up ✓ Personalized ✓ SMS channel

Capabilities

Follow-up that runs itself

Set the rules. AI handles the rest: drafting, timing, and sending.

Booking follow-up

When a booking request sits pending, AI drafts a friendly nudge to get the customer to confirm, mentioning their preferred date and service type.

Review request

After a completed job, AI sends a review request asking for feedback and a rating, timed for the best window after the service.

Invoice reminders

Overdue invoices get escalating follow-ups, from a gentle reminder to a past-due notice, sent automatically on a schedule you control.

Approve or auto-send

Choose approve mode (review before sending) or auto-send mode (AI handles it). Switch anytime per channel.

Multi-channel delivery

Follow-ups go through email or SMS, whichever channel you have enabled for each contact.

Follow-up status tracking

See which follow-ups are pending, sent, or overdue. Track the full history in the dashboard.

How it works

Set it once. Messages go out on your schedule.

How AI Follow-Up works: you choose when to follow up, AI drafts the message, you send or review

Set what should be followed up

Choose pending bookings, completed jobs, and overdue invoices. Pick timing and whether to approve or auto-send.

Messages go out on your schedule

AI drafts a personalized message in your company's voice. In auto mode it sends; in approve mode it waits for you.

What gets followed up

Every situation where follow-up matters

Leads, jobs, and invoices get the attention they deserve — without you chasing them by hand.

Pending bookings get a nudge to confirm
Completed jobs ask for a review or referral
Overdue invoices get payment reminders

You stay in control

You approve before anything sends, or turn on auto-send
Respects unsubscribe preferences and never duplicates

FAQ

AI Follow-Up questions

What gets an AI follow-up?

Pending bookings, completed jobs, and overdue invoices. AI drafts a personalized message and either sends it automatically or queues it for your approval.

Can I control whether messages go out automatically?

Yes. You choose per-channel: approve before sending (review mode) or let AI send automatically. You can switch modes at any time.

What channels does it send through?

Follow-ups go through whichever messaging channels you have enabled: email and SMS today. The AI picks the best available channel for each contact.

Does it handle overdue invoices?

Yes. Overdue invoices get payment reminders drafted by AI and sent on a schedule you control.

Ready to stop losing leads?

Turn on AI Follow-Up and make sure every lead, booking, and invoice gets the attention it deserves.

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