Trades Workflow feature

Contractor Marketing Follow-Up Software

Support repeat business with service reminders, membership offers, seasonal campaigns, and win-back workflows.

What it does

Marketing follow-ups are designed to help contractors stay in front of customers after the invoice is paid. The workflow can support reminders, membership offers, and segmented follow-up lists as configured.

Why contractors need it

Most contractors lose revenue because they only talk to customers when the customer calls first. Follow-ups help build a more proactive operation.

Example workflow

Before heating season, an HVAC company can prepare a maintenance reminder list from customers with older systems or previous tune-up history.

What to expect

• Seasonal reminders
• Membership offers
• Review and retention workflows
• Customer segmentation foundation

Claim control

Automation should be described as available when configured, not as an always-on promise for every plan and account.

Related product areas

Work order software | Contractor dispatch software | Field technician app | Field service software pricing