Automations That Run While You're on the Job
Set it up once. Every customer gets the right message at the right time — without you lifting a finger.
The problem
You know you should send follow-ups. You know reminders cut no-shows. You know review requests drive Google rankings. But there are never enough hours in the day.
How Zotley solves it
Zotley's automation builder is a WHEN / IF / THEN system. Choose a trigger (job completed, invoice overdue, customer inactive), add conditions (only if they have a phone, only for jobs over $200), set actions (send SMS, send email, create follow-up job, notify you). Real Twilio SMS and Resend email — not mock notifications.
What’s included
21 real-time and time-based triggers
Real-time: job completed, invoice paid, quote approved, deposit paid, subscription created, and more. Time-based (daily cron): job tomorrow, invoice overdue, quote not viewed, customer inactive.
15 actions including SMS, email, and webhooks
Send SMS (via Twilio, MMS photo support), send email (via Resend, fully branded), send review request, notify owner, create follow-up job, create invoice, change job status, assign crew, add note, webhook to Zapier/Make.
11 conditions for precise targeting
Filter by: customer has email, has phone with SMS opt-in, invoice amount over/under threshold, service type, crew, first job, recurring customer, invoice count, days since last job.
22 template variables
Personalize every message: {{customer.name}}, {{job.scheduled_time}}, {{invoice.pay_link}}, {{quote.approve_link}}, {{business.name}}, {{job.completion_photo}}, and 16 more.
Branded email — your logo, colors, domain
Emails use your business logo, header color, button color, signature, and optionally your custom domain. Customers see your brand, not Zotley's.
Bulk email and SMS campaigns
Send one-off broadcasts to your customer list filtered by service type, zip code, or subscription status. Per-recipient delivery tracking included. Every email has a working unsubscribe link.
Run it by voice
Your follow-up system, set once and forgotten
“Set up an automation to send a review request 2 hours after every completed job”
Zotley creates the automation: trigger = job completed, action = send SMS with your review link. Every job completion triggers it — you never think about it again.
Frequently asked questions
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