Local Service Stack Common Automations
The most valuable automations for service contractors, ranked by ROI impact.
Tier 1 - Highest ROI (Implement First)
1) Missed Call Text-Back: Trigger: Incoming call not answered.
Action
SMS within 5 seconds.
Impact
Recovers 70-80% of leads that would otherwise call a competitor.
ROI
50x+ typical.
- Instant Lead Response: Trigger: New lead from any source (form, GMB, etc).
Action
SMS acknowledgment + next steps.
Impact
10x higher contact rate vs delayed response.
- Review Request Sequence: Trigger: Job marked complete.
Action
Day-of SMS + 3-day follow-up if no review.
Impact
3-5x more reviews vs manual asking.
Tier 2 - High ROI (Add Next)
4) Appointment Reminders: Trigger: 24 hours and 2 hours before appointment.
Action
SMS with address and confirmation request.
Impact
50% reduction in no-shows.
- Quote Follow-Up: Trigger: Quote sent, no response in 48 hours.
Action
Friendly check-in SMS.
Impact
25% increase in quote-to-job conversion.
- On-My-Way Notification: Trigger: Tech marks 'en route'.
Action
Customer SMS with ETA.
Impact
Improved customer experience, fewer 'where are you' calls.
Tier 3 - Operational (Scale-Ready)
7) Post-Job Survey: Capture feedback before public review. Address issues privately.
- Re-engagement Campaign: Ping past customers at service intervals.
- Referral Request: Ask happy customers for referrals systematically.
Implementation Priority
Never try to implement all at once. Start with Tier 1, prove ROI, then expand.
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