How it works

You send one list. We do the rest.

From your customer list to a booked job, here’s exactly what happens and who does what.

Step by step

Six steps. You do three, and they take minutes.

1

You send your list

Export your customers from Jobber, Housecall Pro or whatever you use. We only need the basics: name, email, last visit and what you did. About 2 minutes.

You do this
2

We sort it

We find who’s actually overdue, skip anyone still booking, and match every customer to the right note: regulars who stopped and one-time jobs.

We do this
3

You OK your note

You see your first note before anything goes out, written in your voice and signed by you. Change any word. Nothing sends until you say so.

You do this
4

We send it, as you

In your company’s name. Spaced out, never a blast, so it lands in the inbox. A short note, one follow-up and one card over a week or two, never a discount.

We do this
5

We handle every reply

We read every reply the same day. Moves and stops are taken care of, and anyone who says stop never hears from you again.

We do this
6

You get a text, and book them

Every yes lands on your phone with their name, what they had, what they paid and the best way to reach them. You book them like any other customer.

You do this
Who does what

Your part is small on purpose.

You
  • Send one export of your customers
  • OK your first note
  • Book the customers we text you
Us
  • Sort the list and pick who to write to
  • Write every note, in your name
  • Email, mail and text, run as one system
  • Read and answer every reply
  • Text you every customer who wants to book
  • Send you a weekly report
Your list is safe

Your customers stay yours.

Only each customer’s name, contact details, address, last visit and what they paid leave your computer. We use them for your notes and nothing else. We never sell or share them, and you can have them deleted anytime.

Works from what you already use
JobberHousecall ProServiceMonsterWorkizAny spreadsheet

Questions about the process

Do I have to change anything?
No. Same software, same prices, same schedule. You send one export from what you already use and OK your first note. We do the rest.
Will it sound like us?
Every note goes out in your company’s name, signed by you, with each customer’s own name and last visit. You see the first one and can change any word before anything goes out.
Won’t this annoy my customers?
These are people who already chose you. A short note, one follow-up and one card over a week or two, never a discount, and anyone who replies “stop” never hears from you again.
What happens to my customer list?
Only each customer’s name, contact details, address, last visit and what they paid leave your computer. We use them for your notes and nothing else, we never sell or share them, and you can have them deleted anytime.

Ready to see your first note?

Your note is written from your own customer list, and nothing sends until you OK it.

Start →
It works, or you don’t pay.