Automations: automatic emails and texts to homeowners
Switch on the messages the app sends by itself for appointments and stage changes, set the company time zone, and understand the rules that keep homeowners from being spammed.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
Rough runtime
4:10
Scenes
7
Lesson
3.3 · Calendar & homeowner messaging
File name
03-03 homeowner-automations.mp4
Before you record
- An owner account with all automations off and no time zone set, so each switch can be shown.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
The viewer is assumed to have: You are the owner (members can view but not change automations).
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Automations: automatic emails and texts to homeowners | /settings?activeTab=automations | Title card, then the first screen of the lesson. | Imagine every homeowner getting a confirmation, a reminder and a thank-you without you lifting a finger. That is Automations. |
| 1 | 0:2043s | Open Automations | /settings?activeTab=automations | Go to Settings and click the "Automations" tab (or open /settings?activeTab=automations). | Automations lives in Settings. Two pills at the top tell you what the platform can send today. |
| 2 | 1:0343s | Read the readiness pills | /settings?activeTab=automations | Read the Email pill ("Ready" or "Not set up") and the Text messages pill ("Ready" or "Coming soon: texts are skipped until texting is connected"). | Email ready means emails go out. If texts say coming soon, text-only rules are simply skipped until texting is connected; nothing breaks. |
| 3 | 1:4643s | Set the time zone | /settings?activeTab=automations | In "Time zone for appointment times" pick your company's zone, or click "Use <your zone>". | Set the company time zone first. Appointment times in messages are written in this zone, so it must be where your customers live. |
| 4 | 2:2943s | Switch on the appointment messages | /settings?activeTab=automations | In the "Appointments" group, switch on "Appointment confirmation" (Email + Text, includes a calendar invite), "Appointment reminder (day before)" (Text) and "Appointment canceled" (Email + Text). | Three appointment messages: a confirmation with a calendar invite, a text the evening before, and a cancellation if you cancel the visit. The cancellation only goes to people who got a confirmation. |
| 5 | 3:1243s | Switch on the stage messages | /settings?activeTab=automations | In "When a job moves stage", switch on the ones you want: Inspection done (→ Inspected, Email), Thank you for signing (→ Signed, Email + Text), Materials ordered (Text), Install underway (→ In production, Text), Thank you + review request (→ Paid, Email). | Stage messages fire when the job moves. The review request on Paid is the one most roofers forget to send by hand, so let the app do it. |
| 6 | 3:5515s | Recap & next lesson | /settings?activeTab=automations | Hold on the finished result, then the end card. | Automations are on. Next we edit the wording so the messages sound like you, and send ourselves a test. |
Narration, in order
0. Intro: Automations: automatic emails and texts to homeowners
0:00 · 20sTitle card, then the first screen of the lesson.
Imagine every homeowner getting a confirmation, a reminder and a thank-you without you lifting a finger. That is Automations.
1. Open Automations
0:20 · 43sGo to Settings and click the "Automations" tab (or open /settings?activeTab=automations).
Automations lives in Settings. Two pills at the top tell you what the platform can send today.
Show before cutting: Heading "Automations" with "Messages sent to the homeowner automatically. Each one is off until you switch it on." Two status pills: "Email" and "Text messages".
2. Read the readiness pills
1:03 · 43sRead the Email pill ("Ready" or "Not set up") and the Text messages pill ("Ready" or "Coming soon: texts are skipped until texting is connected").
Email ready means emails go out. If texts say coming soon, text-only rules are simply skipped until texting is connected; nothing breaks.
Show before cutting: Email is ready once the platform's email service is configured, which it is on the hosted service. Text readiness depends on the platform's texting connection.
3. Set the time zone
1:46 · 43sIn "Time zone for appointment times" pick your company's zone, or click "Use <your zone>".
Set the company time zone first. Appointment times in messages are written in this zone, so it must be where your customers live.
Show before cutting: Until a zone is set, switching on an appointment rule shows "Choose your time zone first."
4. Switch on the appointment messages
2:29 · 43sIn the "Appointments" group, switch on "Appointment confirmation" (Email + Text, includes a calendar invite), "Appointment reminder (day before)" (Text) and "Appointment canceled" (Email + Text).
Three appointment messages: a confirmation with a calendar invite, a text the evening before, and a cancellation if you cancel the visit. The cancellation only goes to people who got a confirmation.
Show before cutting: Each row shows its channels as chips and the switch turns on.
5. Switch on the stage messages
3:12 · 43sIn "When a job moves stage", switch on the ones you want: Inspection done (→ Inspected, Email), Thank you for signing (→ Signed, Email + Text), Materials ordered (Text), Install underway (→ In production, Text), Thank you + review request (→ Paid, Email).
Stage messages fire when the job moves. The review request on Paid is the one most roofers forget to send by hand, so let the app do it.
Show before cutting: Each is sent once per job and stage, on forward moves only, and never for lost jobs.
6. Recap & next lesson
3:55 · 15sHold on the finished result, then the end card.
Automations are on. Next we edit the wording so the messages sound like you, and send ourselves a test.
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