Before You Start

Each recipe below is one complete automation. Copy the values straight into the automation editor. If you haven't used the editor before, read Setting Up Automations first.

Merge tags like *|CLIENT_NAME|* are placeholders that get filled in with real values when the message sends. See the Merge Tags reference for the full list.

How to Use a Recipe

Open the Editor

Click Automations in the sidebar, then click New Automation.

Copy the Values

Enter each value from the recipe table into the matching field. You can insert merge tags with the Merge Tags button instead of typing them.

Save

Click Create Automation. The automation starts working right away.

Recipe 1: Appointment Reminder the Day Before (SMS)

A text message the day before the appointment. This is the single best way to cut down on no-shows.

Field	Value
Title	Appointment Reminder
Channel	SMS
Trigger Event	Appointment
When to Send	Before
Amount / Unit	1 / Days
Recipients	Client
SMS Message	Hi `\|CLIENT_NAME\|`! Friendly reminder: your appointment at `\|INSPECTION_ADDRESS\|` is coming up on `\|DATE\|`. Reply here if you need to make a change.

Why it works: Text messages get read fast, and one day of notice gives the client time to reschedule instead of just not showing up. Keep the message short — SMS messages are limited to 255 characters.

Recipe 2: Confirmation Email When an Order Is Approved

An email the moment you approve an Order, so the client knows they're booked.

Field	Value
Title	Booking Confirmation
Channel	Email
Trigger Event	Approved
When to Send	Immediate
Recipients	Client
Subject Line	You're booked! Your appointment at `\|INSPECTION_ADDRESS\|`
Email Body	Hi `\|CLIENT_NAME\|`, Your appointment is confirmed for `\|DATE\|` at `\|INSPECTION_ADDRESS\|`. The total for this visit is `\|INSPECTION_FEE\|`. Please review and sign your agreement here: `\|AGREEMENT_LINK\|` We look forward to seeing you!

Why it works: Clients stop wondering "did my booking go through?" and you stop answering that phone call. The Approved trigger only supports Immediate or After timing — Immediate means the confirmation lands while the booking is still on the client's mind. If you don't use agreements, just delete the agreement line.

Recipe 3: Thank-You and Review Request After the Job

An email the day after the appointment, thanking the client and asking for a review.

Field	Value
Title	Thank You & Review Request
Channel	Email
Trigger Event	Appointment
When to Send	After
Amount / Unit	1 / Days
Recipients	Client
Subject Line	Thank you, `\|CLIENT_NAME\|`!
Email Body	Hi `\|CLIENT_NAME\|`, Thank you for choosing us for the visit at `\|INSPECTION_ADDRESS\|`. We hope everything went smoothly. If you have a minute, we'd love a quick review — it makes a real difference for our business: [paste your review page web address here] Thanks again!

Why it works: One day after the appointment, the job is done but still fresh in the client's memory — the sweet spot for asking. There's no merge tag for a review link, so paste the actual web address of your Google or Facebook review page into the message before saving.

Recipe 4: Follow-Up When the Report Is Published

An email that delivers the Report to the client the moment you publish it.

Field	Value
Title	Your Report Is Ready
Channel	Email
Trigger Event	Report Published
When to Send	Immediate
Recipients	Client
Subject Line	Your report for `\|INSPECTION_ADDRESS\|` is ready
Email Body	Hi `\|CLIENT_NAME\|`, Good news — your report for `\|INSPECTION_ADDRESS\|` is ready. View it online: `\|WEB_REPORT_LINK\|` Download the PDF: `\|REPORT_LINK_PDF\|` If you have any questions about the findings, just reply to this email.

Why it works: The report link tags only exist on the Report Published trigger, so this is the one place you can automate report delivery. This trigger sends by email only — the SMS option is turned off — and supports Immediate or After timing.

What You Should See

After you click Create Automation, the new automation appears in your Automations list with an Active status. From then on it fires automatically whenever the trigger event happens on an Order. While editing, the Live Preview panel shows your message with sample data so you can check how the merge tags will read.

If Something Goes Wrong

The Before button is greyed out. Approved, Invoice Paid, Rescheduled, and Report Published happen at a moment that can't be predicted, so those triggers only support Immediate or After.
You can't pick SMS. The Report Published trigger sends by email only.
A merge tag showed up as plain text in the sent message. The tag had no value when the message went out — for example, an agreement link before any agreement existed. See Merge Tags.
The form won't save. Every automation needs a title, a message body, and at least one recipient.

Automation Recipes