Automations

Set it up once.
Stop doing it manually.

Appointment reminders, job confirmations, invoice follow-ups, review requests — set up automations once and JobyDesk handles all of it. No more forgetting, no more manual sending.

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14-day free trialNo credit card requiredNo coding needed
A typical job lifecycle — fully automated
📅
When
Job is scheduled
Send customer confirmation SMS
Send tech their job details
When
24 hours before appointment
Send customer reminder SMS
Send customer reminder email
🔔
When
1 hour before appointment
Send on the way notification to customer
When
Job is completed
Create invoice automatically
Send invoice to customer
Request a review
💰
When
Invoice unpaid after 3 days
Send payment reminder SMS
Send payment reminder email
🔁
When
Recurring job is due
Create job automatically
Send customer confirmation
0
Manual reminder sending
Set once
Runs forever
SMS + Email
Delivery options
Custom
Message templates

Automations that actually fit your business

Flexible rules you configure to match how your business actually runs.

🖱️

No-code automation builder

Build automations by choosing a trigger and one or more actions. No coding, no IT team. If you can click a checkbox, you can build an automation.

📱

SMS and email delivery

Every automated message can go by SMS, email or both. Customize the message content, timing and delivery method for each automation rule.

✏️

Custom message templates

Write your own message templates using placeholders like {customer_name}, {job_date} and {tech_name}. Every message feels personal — not like a robot sent it.

⏱️

Timing control

Trigger automations immediately, after a delay or at a specific time before or after an event. Send reminders 24 hours before, follow-ups 2 days after.

🔀

Conditions and filters

Only trigger automations for specific job types, service areas or customer groups. Send different follow-ups for commercial vs residential customers.

📊

Automation activity log

See every message sent, every automation triggered and every action taken. Know exactly what your customers received and when.

No-code builder

Build an automation in 2 minutes

Pick a trigger, add actions, customize the message and save. No developers, no complicated workflows, no training required.

  • Choose when it triggers — job created, completed, invoice unpaid
  • Pick the action — send SMS, send email, create task
  • Write your message with smart placeholders
  • Set a delay — immediately, after X hours, X days before
  • Save and it runs automatically from that moment on
New automation
TRIGGER — When this happens...
Job is marked complete
DELAY
Wait 1 hour, then...
ACTION 1
Send SMS to customer
Hi customer_name, thanks for choosing us! Your invoice is ready: invoice_link
ACTION 2 — After 2 days if unpaid
Send payment reminder SMS
Hi customer_name, your invoice of invoice_amount is due. Pay here: invoice_link
Save automation
★★★★★
"I set up 6 automations on a Sunday afternoon. Reminders, job confirmations, invoice follow-ups, review requests — all of it. I have not had to manually send a single reminder since. It just runs."
K
Karen T.
Owner, Elite Pool Services — Miami, FL
Works great with
SchedulingInvoicingCustomer PortalService AgreementsJob ManagementReports

Stop doing manually what JobyDesk can do for you

Start free and set up your first automation in under 5 minutes.

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