Use Housecall Pro to Automate Customer Follow-Ups

What This Does

Housecall Pro's automation features let you automatically send follow-up messages, review requests, and maintenance reminders to customers after every job — so you build the relationship and collect reviews without doing anything manually after the call.

Before You Start

• You have an active Housecall Pro account
• You're logged into Housecall Pro on a desktop browser (setup is easier on desktop)
• You have a basic idea of what you want to say in your follow-up message

Steps

1. Open the Automations Settings

From the Housecall Pro dashboard, click Settings (gear icon, usually bottom-left). Then click Automations or Notifications. You'll see a list of trigger-based messages you can set up.

2. Create a Post-Job Follow-Up Message

Click + Add Automation or Create New. Set the trigger to:

• Trigger: Job marked as "Complete"
• Delay: 2 hours after completion
• Channel: SMS (text message)

In the message body, type your follow-up. You can use variables like {customer_first_name} and {job_type}. Example:

3. Add a Review Request (Optional)

Create a second automation with:

• Trigger: Job marked as "Complete"
• Delay: 24 hours
• Message: "If we did a great job for you today, leaving us a Google review would mean the world to our small business: [your Google review link]"

4. Set Up Seasonal Maintenance Reminders

Go back to Automations and create a Recurring automation:

• Trigger: It's been 11 months since the last service visit
• Message: "Hi {customer_first_name}, it's almost time for your annual HVAC tune-up. Spring is a great time to schedule — reply YES to book or call us at [number]."

5. Test It

Create a test job, mark it complete, and verify you receive the follow-up message on your own phone. Adjust the wording if needed.

Real Example

Scenario: You're a 3-tech shop with 200 past customers. You want to send maintenance reminders without calling each one manually.

What you set up: A 11-month re-engagement automation that texts every customer who hasn't booked in nearly a year.

What you get: Automatic maintenance appointment bookings every spring and fall — customers who would have gone to a competitor instead re-engage with you first.

Tips

• Keep messages short — 3 sentences max for texts
• Always include your name and company name in the first message (customers forget who texted them)
• The Google review link goes directly to your Google Business Profile review page — search "how to get your Google review link" to find yours

Tool interfaces change — if Automations has moved, look in Settings or search "automations" in the Housecall Pro help center.