CrewCommand

Growth Loop

SMS and email automations

Event-driven messages with your copy. Fewer missed follow-ups, consistent customer touchpoints.

No long-term contract · CAD pricing · Setup in days

Active Automations

Job complete

Send review + booking link

Invoice paid

Send receipt + review request

Estimate sent

Send view link with e-sign

Tech dispatched

Notify customer en route

Variables: {review_link} {booking_link} {customer_first_name}

The problem

Why this usually fails

Manual follow-ups depend on someone remembering to text or email. When the day gets busy, those messages never go out. Inconsistent messaging means some customers get a review link, others get nothing; some get a booking link, others have to call.

Without event-driven automations, you either send the same generic message every time or spend time customizing each one. Variables like the customer name or job number get typed by hand or forgotten.

Process

How it works

1

Choose a trigger

Pick when the automation runs: job sent, estimate approved, invoice paid, job complete, and more. Each trigger fires at the right moment so the message is relevant.

2

Write your template with variables

Use the variable picker to insert {review_link}, {booking_link}, {customer_first_name}, {job_number}, and others. The system replaces them when the message sends so every customer gets a personalized, actionable message.

3

Send via SMS or email

Connect Resend for email and your SMS provider (e.g. Twilio). CrewCommand sends the message when the trigger fires so you stay in touch without manual work.

Details

Product deep dive

01

Event-driven triggers

Automations run when something happens in the system. You do not schedule blasts; you define rules once and the right message goes to the right customer at the right time.

02

Variables in every template

Templates support a full set of variables so you can include review links, booking links, customer names, job details, and more. One template works for many customers because the system fills in the values.

03

SMS and email

Use SMS for short, high-open messages like reminders and review requests. Use email for longer content like estimate links. You can run both from the same automation logic.

Growth Loop

What it is

SMS and email automations are event-driven messages that run when something happens in CrewCommand: job sent, estimate approved, invoice paid, job complete, and more. You write templates once and use variables like {review_link}, {booking_link}, {customer_first_name}, and {job_number}. The system replaces them when the message sends so every customer gets a personalized, actionable message without manual work.

Why it matters for your organization

Manual follow-ups fail when the day gets busy. Inconsistent messaging means some customers get a review or booking link and others get nothing. Automations give your organization consistent touchpoints at the right moment: every completed job or paid invoice can trigger a review request and a booking link. You reduce missed follow-ups, improve response rates, and free your team from repetitive texting and emailing so they can focus on higher-value work.

How it works in the loop

Automations power the entire Growth Loop. You define triggers and templates with {review_link} and {booking_link}. When a job is complete or an invoice is paid, one message can ask for a review and offer a way to book again. Customers get a single, clear path; you get clicks and conversions without layering on separate tools or manual steps. The loop runs automatically so reviews and rebookings scale with your volume.

Job CompleteSend ReviewCapture BookingRepeat

Review management · Online booking · Automation

Replace

What it replaces

Stop stitching together separate tools. CrewCommand handles this natively.

  • Manual reminder texts
  • Forgotten follow-up emails
  • Inconsistent messaging

Industry use cases

This capability is used across home service trades. See how it fits your industry.

Outcomes

Benefits

Outcomes you get from using this capability in your workflow.

Fewer missed follow-ups

Triggers fire automatically so customers get the right message even when your team is busy.

Consistent touchpoints

Every completed job or paid invoice can trigger a review or booking message so nothing falls through the cracks.

One place for copy

Templates live in CrewCommand so you control the message and the links without pasting into separate tools.

Frequently asked questions

  • How do I add the review link to my automations?
    In the automation template editor, use the variable picker or type {review_link} in your message. When the automation runs, it is replaced with the unique review link for that customer and job. Same for {booking_link} to include your public booking page.
  • What about texting compliance and opt-out?
    We support opt-out language in your SMS templates and encourage respectful frequency. For Canadian senders, we use CASL-aware phrasing in our guidance (we don’t give legal advice). SMS is an add-on; usage may be subject to provider and volume terms.
  • How do reviews and booking work?
    Review requests use a unique link per customer that lands on a simple page, then redirects to your Google review URL. You can track clicks. Public booking uses a /book/yourcompany-style page where anyone can submit a request (no login). Both {review_link} and {booking_link} are available in your automation templates so you can drop them into SMS and email.

Ready to see it in action?

Book a demo and we'll show you how the Growth Loop and this feature work in your workflow.