🟣 01. Pre-Sale
Lead capture, lead assignment, consultation confirmations, reminders, missed calls, follow-ups.
01. New Lead Notification
Action: When a website form is submitted, sends the customer a confirmation SMS, creates a new opportunity in 1. Pre-Sale → New Lead, and sends an internal notification to the team prompting them to review and assign the lead.
02. Attempting Contact Rework
Action: When an opportunity is moved to 1. Pre-Sale → Attempting Contact, begins a multi-step follow-up sequence using SMS and email over 1-3-5-7 days to encourage the lead to schedule a consultation. If the customer still does not respond after the final follow-up, the opportunity is automatically marked Abandoned.
03. Attempting Contact Rework Reply Notification
Action: When a customer replies to the Attempting Contact Rework sequence, adds the Contacted tag to their card and sends an internal notification to the opportunity owner prompting them to review the reply and follow up.
04. Appointment Scheduled
Action: When an appointment is Confirmed on the calendar, moves the opportunity to 1. Pre-Sale → Consultation Scheduled, sends the customer an email and SMS confirmation with the appointment details and calendar link, then sends SMS reminders 24 hours and 1 hour before the appointment.
05. Consultation Cancelled
Action: When a consultation is marked Cancelled on the calendar, sends an internal notification prompting the team to review the opportunity and follow up if rescheduling is needed.
06. Consultation No Show
Action: When a consultation is marked No Show on the calendar, sends an internal notification to the team and an SMS to the customer prompting them to reschedule.
07. Quote Sent
Action: When an opportunity is moved to 1. Pre-Sale → Quote Sent, sends the customer an SMS confirming their quote was sent, follows up by email after 2 days, then creates follow-up tasks for the opportunity owner after an additional 2 days and again 6 days later.
08. Follow Up
Action: When an opportunity is moved to 1. Pre-Sale → Follow Up, creates a task reminding the opportunity owner to follow up with the customer about their quote within 48 hours.
09. Moving Forward
Action: When an opportunity is moved to 1. Pre-Sale → Moving Forward, creates an order preparation task and checks the Final Measure checkbox in the opportunity details. If selected Yes, the opportunity moves to 2. Active Jobs → Final Measure; if No is selected, it moves to 2. Active Jobs → Invoicing.
10. Future Follow Up
Action: After an opportunity is moved to 1. Pre-Sale → Future Follow Up, waits 30 days, notifies the opportunity owner and sends the customer a follow-up SMS. If the customer does not respond within 3 days, the opportunity is automatically closed and marked Abandoned.
🔵 02. Active Jobs
Full Rework Coming Soon "Solatech x Quickbooks" Integration with MITSOne for Payments.
03. Production / Manufacturing
Action: After an opportunity is moved to 2. Active Jobs → Order Placed, waits 17 days and sends the customer an SMS update letting them know their order is still in progress and installation will be scheduled once it arrives.
🟠 03. Receiving | Scheduling
Product receiving, installation scheduling, installer notifications, installation checklist creation.
01. Install Scheduled
Action: Sends the customer an installation reminder SMS when their appointment is confirmed on the Installer Calendar, including the scheduled time and preparation instructions.
02. Pre-Installation
Action: Moves' the opportunity to 3. Receiving | Scheduling → Pre-Installation one day before the confirmed install, then creates a task to verify customer access, home preparation, installer notes, and the accuracy of the installer checklist.
03. Install Completed
Action: Creates a task to invoice the customer for the final balance when the opportunity is moved to 3. Receiving | Scheduling → Installation Completed.
04. Product Received All Notification
Action: When all products for the order have been received, move the opportunity to 3. Receiving | Scheduling → Received All. This will automatically send an internal SMS notification to the opportunity owner prompting them to review the opportunity and schedule the installation.
🟢 04. Post Sales
Completion follow-ups, review requests, post-installation communication.
01. Invoice Paid
Action: Sends a post-sale thank-you and warranty support email to the customer when an opportunity is moved to 4. Post Sale → Invoice Paid.
02. Send Review Request
Action: Sends the customer an SMS with the Google Business Profile review link when the Send Review Request checkbox is selected in the opportunity details.
🔴 05. Warranty | Services
Warranty, service opportunities, service scheduling, internal service notifications.
01. Service Complete
Action: Creates a task to invoice the customer, if applicable, when an opportunity is moved to Warranty | Services → Service Complete.
➕ Additional Automations
Helpful system automations that support opportunity management, internal notifications, and job documentation.
01. Opportunity Assignment Notification
Action: Sends an internal SMS notification to the assigned owner whenever an opportunity is assigned to them.
02. Auto Win Status
Action: marks an opportunity as Won when it is moved to the 2. Active Jobs → Paid Deposit stage.
03. Generate Installation Checklist
Action: Creates a PDF installation checklist using the customer details and Installer Checklist information from the opportunity card, then saves it under Payments → Documents & Templates.
📞 Phone System Automations
Optional phone automations that help manage calls, after-hours communication, call routing, and voicemail.
01. After Hours SMS Auto-Reply TEMPLATE
Action: Automatically sends a reply to any incoming customer message received outside of business hours.
02. Call Dial Distribution Routing TEMPLATE
Action: Provides a customizable call-routing system that lets callers select team members by number, routes calls accordingly, and supports voicemail greetings using uploaded MP3 files or AI-generated voice.
03. Voicemail TEMPLATE
Action: Provides a customizable voicemail setup with an uploaded MP3 or AI-generated greeting, call connection to the business, and a personalized voicemail message for smaller teams or individual owners.
Comments
0 comments
Please sign in to leave a comment.