Automations
The Automations Center in Review Monster's CRM is where you set the messages that go out on their own. Each rule reads like a sentence: when a job is Done, send the client a text message one hour after.
You write it once. After that it runs on every job, every invoice and every estimate that matches, and the CRM is the only thing that ever messages your customers, so nothing gets sent twice from two places.
Triggers that match how work moves
A rule starts from something that happens in the CRM. Jobs can trigger when they're created, scheduled, marked Done, or moved to a particular status. Invoices trigger when they're sent or past due. Estimates trigger when they're sent or approved.
- Appointment reminders the day before a job
- A review request when a job is marked Done
- An on-my-way text when a job moves to a status
- Invoice reminders after the due date
- Estimate follow-ups a few days after sending
Conditions and timing
Narrow a rule down with conditions, like only for a certain job type, job source or tag, or only if there's still an amount due. Combine them with "and" and "or."
Send immediately, or a set number of minutes, hours or days before or after the job's date, the due date or the send date. Quiet hours hold messages until the window opens, so nobody gets a text at 10 at night.
To customers or to your team
Each rule sends a text, an email or both, to the customer or to people on your team. Messages use short codes like the customer's first name, the job date or the invoice link, filled in with your business name, never anyone else's.
You can switch a rule to test mode, where it logs what it would have sent without sending, and check the history of every rule that ran. The Automations Center works the same in the phone app.
In practice
An HVAC company sets three rules: a reminder text the evening before every job, a review request an hour after a job is marked Done, and a follow-up text three days after an estimate is sent. On a busy Thursday with twelve jobs, those rules send about thirty messages, and nobody in the office types any of them.
Step-by-step help for automations is in the Help Center, with short screen recordings.
Open the Help CenterQuestions people ask
Can the CRM send a review request automatically when a job is done?
Yes. A rule can send a review request when a job is marked Done, and you can turn it off for job types where you don't want one.
Can I keep automations from texting customers late at night?
Yes. Each rule has a sending window, and anything that comes due outside it waits until the window opens.
Can I test a rule before it goes live?
Yes. Turn off a rule's live switch and it logs what it would have sent without messaging anyone.
Do automations come set up already?
Some do. New accounts start with invoice reminders turned on, and you can add your own rules from scratch or from the ready-made ones.
Works well with
Mark a job Done and the customer gets a review request by text and email, without anyone remembering to ask.
On-my-way texts with live trackingOne tap and the customer gets a text with a live map of the truck coming to them, and an ETA.
InvoicesSend an invoice as a link that opens straight to it, with reminders, deposits and a clean PDF.
EstimatesBuild an estimate from your price book, add photos, and let the customer sign to approve it from their phone.
Automations comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.