Some CRMs have open APIs. Some are a locked box. Either way, we get your automations running — without replacing what you already use.
Platforms like iRoutes, Jobber, and GorillaDESK have APIs that let us connect directly. New customer? We know instantly. Job completed? Automations fire. Everything stays in sync.
On your website or in your CRM
Automatic, real-time, no manual work
Welcome email, review request, referral invite
It all runs in the background 24/7
Some platforms don't have APIs, don't support Zapier, and don't let you connect to anything. Your data goes in and nothing comes out. Most people think they're stuck. They're not.
Small script on your signup form catches every new customer
Customer info goes to your CRM AND to our system simultaneously
Same automations as open systems — nothing is limited
Identical experience. Your CRM never knows.
Almost every CRM lets you export a customer list as a CSV or Excel file. You export it once, we import it, and now we have everyone. Going forward, the website webhook catches all new signups automatically. You never do a manual import again.
These work the same whether your CRM has an API or not. Every single one is configurable — you control the timing, the message, and who gets it.
Multi-step welcome series — intro, what to expect, first service prep. Branded with your logo, your colors.
Automatic onboarding flow — payment confirmation, schedule confirmation, "what happens on cleaning day" guide.
7-day email, day-before email+SMS, day-of SMS. Each timing adjustable. Day-of or day-after model supported.
"Your bins are clean!" sent right after service with before/after photos if available.
"How did we do?" check-in 24 hours after service. Catches problems before they become complaints.
Auto-email on 1-year anniversary, 10th cleaning, 25th cleaning. Makes customers feel valued.
Build and send email blasts to any customer segment. Spring promos, seasonal offers, area launches, announcements.
Bulk text messages to customer groups. Day-of reminders, flash sales, weather delays — 98% open rate vs 20% for email.
Test two subject lines. See which gets more opens. Send the winner to everyone else. Data-driven marketing.
Group customers by plan type, route, city, engagement level, payment status, signup source. Target the right people with the right message.
Library of reusable email templates — winter delays, price changes, route changes, holiday schedules. Write once, send forever.
Multi-step email flows that trigger automatically. One-time customer gets 3 follow-ups to convert to monthly. Set it and forget it.
Expanding to a new neighborhood? Auto-blast your existing customers in surrounding areas with a referral offer.
Know where every customer came from — website, Google, Facebook, referral, flyer, door hanger. See which marketing actually works.
Open rates, click rates, conversions, revenue generated per campaign. Know your ROI on every email you send.
Google review request sent automatically after every clean. Configurable timing — same day, next day, after 3rd service.
Dashboard showing all reviews, ratings, response status. Know when a new review comes in and respond fast.
Targeted email to long-term customers who haven't left a review yet. "You've been with us for a year — would you mind?"
After 3rd service, customer gets an invite to refer friends. Unique referral code, trackable link.
See who referred whom, which codes were used, who converted. Full pipeline: invited → signed up → cleaned → rewarded.
When a referral converts, both parties get their reward automatically — account credit, free cleaning, or custom reward.
Card declined? Auto-retry once, then 3-step email escalation at 3, 7, 14 days. Recovers revenue you'd otherwise lose.
Email customers 30 days before their card expires. Link to update their card. Prevents failed charges before they happen.
Auto-notify at 5, 3, and 1 cleanings remaining. Renewal link in email. No gaps in service.
Payment processed? Receipt emailed instantly with invoice details, amount, card used, and next service date.
Every invoice, every payment, every customer — synced to QuickBooks automatically. Zero manual data entry. Ever.
Escalating sequence: friendly → firm → final notice. Configurable timing. Professional but persistent.
Customer cancelled? Auto-drip at 30, 60, 90 days with a comeback offer. Configurable offers — % off, free clean, etc.
Customer hasn't opened emails in 60 days? Flagged as at-risk. Auto-trigger a re-engagement email before they cancel.
"We're sorry to see you go" email with a survey link. Understand why they left. Offer to fix it.
1-can customer after 6 months? Auto-suggest adding a second can. "Add a can for just $10/clean." Convert singles to doubles.
Bulk winter pause with one click. Pre-season resume email. Pre-season card verification so you're not chasing payments in April.
Garbage day delayed for a holiday? Auto-notify every affected customer with their adjusted cleaning date.
Snow day? Send a mass notification to today's route customers in seconds. Reschedule automatically.
Season starting? Auto-email all paused customers: "Spring is here — your first cleaning is scheduled for [date]."
Moving a customer to a different route day? Auto-notify them with the new schedule. No phone calls needed.
Raising prices? Send a professional notice to affected customers with the new amount and effective date.
All emails go out as info@yourcompany.com — not from a third party. SPF/DKIM/DMARC authenticated. Inbox, not spam.
See exactly who opened your email, who clicked what, and who ignored it. Know your engaged customers vs your ghosts.
Bad email address? Flagged immediately. Dashboard shows all bounced emails so you can update them.
Pre-built templates for every scenario — winter delays, welcome, renewal, referral, review request, price change. Customize or use as-is.
Build your own email or SMS template. Use variables like {first_name}, {next_date}, {plan}. Preview before sending.
Every email and SMS sent to every customer — logged and visible in their profile. Full history, nothing lost.
"This week BCA sent 47 emails, recovered $189, requested 12 reviews, generated 2 new 5-stars." See exactly what you're paying for.
Monthly, quarterly, annual revenue with route-level breakdown. Know which routes make money and which don't.
At-a-glance view: how many active, how many at risk, failed payments, expiring cards, prepaid running out.
Who owes you money? 0-30, 31-60, 61-90 days. Click to see who, click to send a follow-up. Auto-scheduled reports.
How many customers cancelled this month? Why? Where are they going? Trend line shows if you're growing or shrinking.
Set any report to auto-run and email to you — every Monday, first of the month, whenever. Wake up to your numbers.
Play with the live demo — 200 fictional customers, full routing, every automation visible.