Every repeated task in your business is a system waiting to happen. HomePro's workflow engine handles the triggers, the logic, and the follow-through — so your team stops doing the same thing twice and starts doing things that actually move the business.
Every day you repeat the same tasks. Workflow Automations let you set rules that handle all of it—automatically, every single time, without you touching anything.
Here are real workflows our customers deploy on day one. Each one eliminates a task that used to eat 30–60 minutes of someone's day.
When a new call comes in ? AI Receptionist qualifies ? If emergency, assign to nearest available tech ? Send SMS confirmation to homeowner ? Create job in CRM ? Notify dispatcher
If quote > $2,000 and unsigned after 48hrs ? Send personalized follow-up text ? Wait 24hrs ? If still unsigned, offer 5% courtesy discount ? Wait 48hrs ? Escalate to sales manager with full context
When job status = complete ? Wait 2 hours ? Send Google review request via SMS ? If no response after 24hrs, send follow-up ? If response is negative, route to owner privately (never hits Google)
At 30 days ? Send friendly payment reminder SMS ? At 45 days ? Send email with payment link ? At 60 days ? Automated phone call ? At 90 days ? Flag for manual collections and pause future service
30 days before scheduled tune-up ? Send "time for your fall checkup" SMS ? If homeowner confirms, auto-schedule with preferred tech ? Generate work order ? Pre-populate equipment history on tech's tablet
Drag-and-drop interface. Pick a trigger, set conditions, choose actions. If you can use a smartphone, you can build an automation.
50+ pre-built workflows designed specifically for trades businesses. One-click deploy for common scenarios like lead follow-up, review requests, and payment reminders.
Run any workflow in test mode before going live. See exactly what would happen, who would get notified, and what data would change — without affecting real customers.
Define any business event as a trigger—job created, invoice 3 days unpaid, customer no-reply after estimate.
Add conditions: if job type = install AND ticket > $5k, apply a different sequence than a service call.
Choose from 40+ actions—send SMS, update CRM stage, create task, route to techs, adjust invoice terms.
Track which automations fire, what revenue they protect, and where sequences break down.
Set the rule once. Let the automation handle it forever. That's how you buy back your time.
Build your first workflow →