Creating Automations From Templates

Templates are ideal if:

Templates are built based on feedback from moving companies and represent the most requested workflows.

You’ll see a list of available templates displayed in tile format.

We’ll walk through this template:

Follow up with customers who sign an estimate but don’t pay a deposit within two hours

After selecting the template, you’ll land on the first tab.

Choose a clear name that helps you quickly understand its purpose.

Example:

You can add additional details here. Descriptions allow for more detail than the title and are helpful for larger teams.

You’ll now choose When should this automation enroll?

This determines when the system begins monitoring a job.

For this example:

This tells the system:

When an estimate is signed, start tracking whether or not the chosen action should execute. In this example we are telling it to start monitoring the job when the estimate is signed

Also within this screen you can configure the automation to restart when the trigger happens again.

In this case, if a new estimate is sent replacing the old one, you still want to know if they've paid within 2 hours so you would set the restart trigger to once again be estimate signed. This will allow the automation to restart and re-check the two-hour window.

This ensures repeat signing events are monitored properly.

Conditions determine whether the action should happen.

For this example, we need two conditions:

Time Since Estimate Signed

Deposit Not Paid

The system logic works like this:

If both conditions are true → the automation proceeds to the action step.

Next, choose what should happen if conditions are met.

For this example you can, send an email, send an SMS, or send both; however we if you hit the pencil icon you can see we have a number of different actions that the automations platform can take.

If you’ve already created message templates, they will appear in the dropdown list.

Email and SMS templates are separated in the system.

You may:

You'll also see on this screen an option to Respect Quiet Hours.

This prevents emails or texts from being sent during off-hours (such as late at night).

Quiet hours can be configured within the Automations settings.

Click Save.

Important:
Saving does not activate the automation.

After saving, it will appear in the Automations list as:

Draft

While in Draft mode:

To activate it:

If you make changes after saving:

Once published, the automation is live.

There are multiple templates available based on common moving company workflows.

If you have ideas for additional templates that would benefit your team or others, we welcome feedback.