Simple Automated Workflows for Contractors

Why Field Suite Pro Exists

Most contractors already have the right tools. The gaps show up in the simple follow-ups, reminders, and touches that should happen automatically — but don’t.

Common issues we solve:

• Forgetting to follow up with customers
• Not generating enough reviews to compete locally
• No consistency in referral requests
• Manual communication that rarely gets done
• Overly complex systems nobody wants to learn

Field Suite Pro automates these small, important steps so customers come back, stay engaged, and send more referrals.

How It Works

What You Get

Each workflow is built on the same foundation — simple triggers, clear timing, and predictable results.

• Invoice Follow-Up
  Trigger: Staged reminders from 14 days overdue → escalating to legal/lien warnings
  Goal: Recover unpaid invoices while maintaining customer relationships
  Impact: Recovers 3–10% of overdue revenue automatically, minimizing manual effort
• Review Generation
  Trigger: 1–2 days after job completion
  Goal: Request Google reviews and filter unhappy customers
  Impact: Better SEO, stronger credibility, more inbound calls
• Customer Re-Engagement
  Trigger: 3, 6, and 12 months after last service
  Goal: Stay top-of-mind and promote seasonal offers
  Impact: Increases repeat business
• Maintenance Contract Renewals
  Trigger: 30, 15, and 5 days before expiration
  Goal: Renew agreements automatically
  Impact: Higher recurring revenue and retention
• Warranty Expiration Alerts
  Trigger: 30 and 7 days before expiration
  Goal: Encourage inspections before coverage ends
  Impact: Preventive work orders + customer trust
• Equipment Replacement Cycle
  Trigger: Based on install date (ex: 7 years for water heaters)
  Goal: Notify when equipment is nearing end-of-life
  Impact: High-ticket replacement opportunities
• Referral Campaigns
  Trigger: One week after a positive review or happy customer response
  Goal: Request referrals with optional incentives
  Impact: Steady stream of organic leads
• License and Permit Reminders
  Trigger: 60 and 30 days before renewal
  Goal: Avoid fines and compliance lapses
  Impact: Keeps operations running smoothly