Every automation we build

Text-Back to Missed Calls

Homeowner gets a text within seconds with a booking link and a reason to reply

Set off by Call rings out or goes to voicemail

Speed-to-Lead Reply

Automated text and email inside 60 seconds while intent is still hot

Set off by Any new lead lands from any source

After-Hours Responder

Sets expectations, confirms receipt, offers a morning slot

Set off by Lead arrives outside business hours

Web Form Instant Confirmation

Confirmation text and email, plus internal alert to owner

Set off by Website form submitted

Website Chat Capture

Conversational capture of name, number, project type, 24/7

Set off by Visitor opens chat widget

Meta Lead Form Sync

Lead pulled into CRM instantly and enters Speed-to-Lead

Set off by Facebook or Instagram lead form submitted

Angi / Thumbtack Lead Ingest

Lead captured and first-touch text fires before competitors call

Set off by Shared-lead platform sends a lead

Voicemail-to-Text

Transcribed and pushed to owner's phone as readable text

Set off by Voicemail left

New Lead Alert

Push notification and text to owner with source and project type

Set off by Lead created in CRM

Duplicate Lead Merge

Records merged so the homeowner isn't texted twice

Set off by Same phone or email appears twice

Lead Source Tagging

Auto-tagged by source so you can see what actually produces work

Set off by Lead created

Mason Answers & Books

AI voice agent answers, qualifies, books the estimate on the calendar

Set off by Inbound call not picked up in 4 rings

Mason After-Hours Overflow

Mason takes the call, books or schedules a morning callback

Set off by Call arrives outside hours

Google Profile Message Capture

Message pulled into the same inbox and answered on the same clock

Set off by Homeowner messages via Google Business Profile

Call Transcript to Owner

Summary and transcript texted to the owner before he's off site

Set off by Mason call ends

Social DM Routing

Native direct messages pulled into the same inbox as calls, forms and texts, and answered on the same clock

Set off by Homeowner DMs the Facebook, Instagram or Google profile

Budget Bracket Gate

Form requires a budget band (Under $15k / $15-30k / $30k+) before booking

Set off by Lead requests an estimate

Yard Photo Request

Auto-text asking for 3 photos of the space, uploaded to the record

Set off by Lead qualifies past budget

Service Radius Check

Zip checked against the profitable radius before a slot is offered

Set off by Address or zip entered

Polite Out-of-Area Decline

Courteous automatic decline plus a referral message, no owner time spent

Set off by Zip falls outside radius

Project Type Router

Patio, deck, wall or outdoor kitchen routed to the right pipeline and script

Set off by Project type selected

Timeline Question

Captures when they actually want it built, this season or next

Set off by Intake form or Mason call

Homeowner / Decision-Maker Check

Confirms they own the property and whether a spouse is on the decision

Set off by Intake

Under-Budget Nurture Track

Moved to a long-term nurture list instead of a site visit

Set off by Lead selects lowest budget band

Hot Lead Priority Flag

Flagged and pushed to the top of the owner's list with an alert

Set off by Budget, timeline and zip all clear

Lead Score & Sort

Leads ranked so the pipeline shows the best ones first

Set off by Any qualification field updates

Mason Qualification Script

Asks budget, timeline, zip and project type conversationally on the phone

Set off by Mason takes a call

Instant Ballpark Calculator

Returns a high-low range immediately from square footage and material, shown with a plain disclaimer that the real number comes after a site visit, then routes to intake

Set off by Visitor enters square footage and material on the site

HOA Check & Prep Sequence

If yes, automatically emails an HOA pre-approval guide and sets the expectation before design work starts

Set off by Intake asks whether the property is in an HOA

Self-Booking Calendar

Homeowner picks a slot from live availability, no phone tag

Set off by Lead passes qualification

24-Hour Reminder

Text and email reminder with confirm or reschedule buttons

Set off by 24h before appointment

One-Hour On-My-Way Text

Automatic heads-up so the homeowner is actually home

Set off by 1h before appointment

No-Show Recovery

Same-day rebooking sequence rather than the lead going dead

Set off by Appointment marked no-show

Self-Serve Reschedule

Rebooks without a phone call, slot released back to the calendar

Set off by Homeowner clicks reschedule

Pre-Visit Prep Packet

Owner gets photos, access notes, budget band and project type on his phone

Set off by Morning of appointment

Consultation Fee Collection

Card captured or fee collected at booking to filter non-serious leads

Set off by Booking confirmed (if fee model used)

Post-Visit Follow-Up

Thank-you text plus when the proposal will land, sets the clock

Set off by Appointment marked complete

Drive-Time Grouping Alert

Internal alert suggesting a tighter slot before it's confirmed

Set off by Two visits booked same day far apart

Proposal Sent Confirmation

Delivery confirmed and the follow-up clock starts automatically

Set off by Proposal issued

Day 2 Follow-Up

Automatic check-in asking if they had questions

Set off by 2 days after proposal

Day 5 Follow-Up

Second touch with a relevant past project

Set off by 5 days after proposal

Day 14 Follow-Up

Third touch, softer, checking if timing changed

Set off by 14 days after proposal

Day 30 Long Nurture

Moves to monthly nurture instead of being abandoned

Set off by 30 days after proposal

Price-Hold Expiry Reminder

Warns the homeowner the number moves after a date

Set off by 7 days before quoted price expires

Portfolio Auto-Send

Matching past-project photos sent alongside the follow-up

Set off by Proposal follow-up fires

Testimonial Injection

Video or written testimonial attached to the follow-up sequence

Set off by Proposal follow-up fires

E-Sign Contract Delivery

Contract sent by text and email with one-click signature

Set off by Proposal accepted

Deposit Invoice on Signature

Deposit invoice with payment link fires automatically

Set off by Contract signed

Lost-Bid Reason Capture

One-question ask on why, logged against the record

Set off by Proposal marked lost

Cold Quote Reactivation

Re-approach with current pricing and availability

Set off by 90 days after a quote went cold

Spouse Nurture Campaign

Email summarizing the project with finished-project photos, written to be forwarded to a partner

Set off by Site visit marked complete

Financing Offer on Stalled Quote

SMS saying financing is available, with a link to the partner's own portal. No rate, term or monthly payment named anywhere in the message.

Set off by Proposal stalls at day 3-5 with no response

Deposit Received Confirmation

Receipt, thank-you and what happens next

Set off by Deposit clears

Onboarding Drip

Weekly updates explaining permits, materials and lead times

Set off by Contract signed

Permit Status Updates

Client told automatically at each step

Set off by Permit stage changes

Material Selection Deadline Nudges

Escalating reminders to visit the supplier and pick colors

Set off by Selection due date approaches

811 Dig-Safe Internal Task

Internal task assigned to call utility locate, with escalation

Set off by 5 days before start date

Schedule Confirmation 7 Days Out

Start date, crew arrival time and site prep asks confirmed

Set off by 7 days before start

Weather Delay Notification

All affected clients notified at once with a revised window

Set off by Owner marks a weather delay

Crew Assignment Alert

Crew and foreman notified with job details and access notes

Set off by Job scheduled

Site Access Checklist

Client asked to confirm gate width, power, parking and pets

Set off by 3 days before start

Daily Progress Photo Text

Client auto-texted 'here's what we did today'

Set off by Foreman uploads end-of-day photo

Mobile Change Order Form

Digital approval link texted to homeowner before work proceeds

Set off by Foreman submits change on his phone

Change Order Auto-Invoice

Amount added to the job total and the final invoice automatically

Set off by Homeowner approves change order

Mid-Build Check-In

Automated check-in inviting questions before they become complaints

Set off by Halfway through scheduled days

Delay Notification

Client notified with the new date and the reason

Set off by Job end date pushed

Foreman Daily Log Reminder

Prompt to log hours, photos and materials used

Set off by End of each build day

Client Message Auto-Ack

Immediate acknowledgement plus routing to the right person

Set off by Client texts during build

Photo-to-Job-Record Sync

Photos filed against the job automatically for warranty and portfolio

Set off by Field photos taken

Low-Material Runner Dispatch

Office and runner notified instantly with the item and job site so supplies move mid-day

Set off by Foreman taps a button on site

Final Walkthrough Trigger

Walkthrough scheduled and punch list sent to the client

Set off by Job card moved to walkthrough

Final Invoice + Payment Link

Final invoice with a payment link sent automatically

Set off by Walkthrough marked complete

Payment Reminder Sequence

Escalating but polite reminders, no confrontation needed

Set off by Invoice unpaid at 3, 7 and 14 days

Review Request

Text with a direct Google review link and a photo ask

Set off by 30 minutes after job marked complete

Review Nudge at 72 Hours

One email nudge, then it stops

Set off by No review after 3 days

Review Response Draft

Draft reply prepared for the owner to approve within 48 hours

Set off by New review posted

Referral Ask After 5-Star

Referral request with a shareable link sent while goodwill is high

Set off by 5-star review posted

Warranty Check-In

Automated check that everything is holding up

Set off by 12 months after completion

Maintenance Anniversary Upsell

Offer for sealing, staining or power washing

Set off by 12 months after completion

Spring Reactivation

Bulk campaign to past clients and dead leads before the season starts

Set off by Start of build season

Google Post Automation

Project photos and updates posted to the Google Business Profile

Set off by Weekly

Photo-to-Portfolio Publishing

Finished project published to the website gallery

Set off by Job completed with photos

Past-Client Seasonal Campaign

Paid and organic campaign to the existing database

Set off by Seasonal calendar trigger

Meta Campaign Build & Manage

Meta campaigns built, tested and managed using location radius, interest and custom-audience targeting, with creative written so non-homeowners self-select out

Set off by Ongoing

Google Search & LSA Management

Search and Local Services campaigns built and managed

Set off by Ongoing

Ad Landing Pages

Dedicated pages built per campaign with capture built in

Set off by Campaign launch

Retargeting - Quoted Not Closed

Cold-quote list synced to Meta and Google as a retargeting audience

Set off by Proposal goes cold

Season-Fill Campaign

Pre-season paid push using location, interest and custom audiences, with creative and offer written to attract homeowners planning a build

Set off by Pre-season

Call Tracking by Campaign

Calls attributed to the campaign that produced them

Set off by Every inbound call

Cost-Per-Booked-Job Reporting

Spend measured against booked jobs, not just leads

Set off by Monthly

Monthly Performance Review

Live call walking the owner through what the spend returned

Set off by Monthly