Put the follow-up on autopilot.
An estimate goes out, a payment lands, a job wraps. Each one can send the next text, email, or task on its own, so the follow-up you keep meaning to do actually happens.
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The follow-up you keep meaning to do, done.
This is the overdue invoice reminder every Revcore account starts with. Change a wait, rewrite a message, or build your own from the same steps.
Starts from real events
Estimate viewed or signed, payment received or due, job complete, customer replied, and more.
Waits, branches, and stops
Wait a few days, check if it is still overdue, and stop the moment they pay or reply.
Built-ins you can edit
Lead alerts, estimate nudges, deposit and invoice reminders, appointment reminders, ready on day one.
How automations work in Revcore
Ask for the review while the job is fresh.
Set it up once, it runs after every job
Try it freeRoute and answer new leads right away.
Assign to a rep and reply in seconds
Try it freeEverything you need to automate the busywork.
- Visual workflow builder
- Event triggers
- Time delays
- Conditional branches
- Email actions
- SMS actions
- Task creation
- Lead routing
- Review requests
- Run history and logs
- Versioned workflows
- Templates to start
Works with the rest of Revcore
CRM
The pipeline and activity that trigger your workflows.
Communications
The texts and emails your automations send.
Invoicing
Payment events that kick off reminders and reviews.
Estimates
Follow up on every unsigned quote.
Custom fields
Branch a workflow on what the homeowner told you.
Surveys
Route leads by their answers.
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What is workflow automation for contractors?
Workflow automation lets a contractor set up the follow-ups and busywork once, so they happen on their own when something changes in the business. In Revcore, a workflow starts from a real event, such as a lead coming in, an estimate being sent, an appointment being booked, or a payment clearing, then waits, checks a condition, and sends a text or email, creates a task, or alerts the right person.
Because the workflows run inside the same system as the pipeline, the estimates, and payments, they know what actually happened. An estimate follow-up stops the moment the homeowner signs, and a review request goes out only after the final payment clears.
You build workflows in a visual builder, with no code and no separate tool like Zapier, and every run is logged so you can see what fired, when, and for whom.
Which plan includes it
Automated reminders and follow-ups are on every plan. Pro adds the automation builder, and Scale adds multi-step sequences.
Starter includes automated appointment and payment reminders and ready-made estimate follow-ups. Pro adds the automation builder for your own workflows. Scale adds unlimited automations and multi-step follow-up sequences across text and email. Texts sent by automations count toward the two-way texting included on every plan: 100 a month on Starter, 250 on Pro, and 1,500 on Scale.
Compare plans on the pricing pageAutomation questions.
Still deciding if Revcore fits your crew? Talk to our team.
What can trigger a workflow?
Real events in Revcore, like a lead received, an estimate sent, an appointment booked, a payment received, or a job status change. You pick the trigger, the conditions, and the actions that follow.
Do I need Zapier or a developer?
No. The workflow builder is visual and built into Revcore, so you can automate follow-ups, texts, and tasks yourself without a separate tool or any code.
How do automatic estimate follow-ups work?
When an estimate is sent, a workflow waits the time you choose, checks whether the homeowner has signed, and sends your follow-up text or email if they have not. It repeats on your schedule and stops the moment they sign, so nobody gets chased for a job they already approved.
Can automations send texts?
Yes. Workflows can send texts as well as emails. Two-way texting is included on every plan, and automated texts count toward your monthly allotment: 100 on Starter, 250 on Pro, and 1,500 on Scale.
Can I automate review requests?
Yes. When a final payment clears or the homeowner signs off on completion, a workflow can send a thank-you and a review request while the finished job is fresh.
Can I get alerted when a new lead or appointment comes in?
Yes. New lead and appointment alerts are built-in workflows you can edit, so the right rep hears about a booking right away instead of finding it on the calendar later.
Which follow-ups should a contractor automate first?
Start with the ones that cost you money when they slip: an instant reply to new web leads, a follow-up on estimates that have not been signed after a few days, appointment reminders the day before, reminders on overdue invoices, and a review request after the final payment. Those five cover most of what a busy office forgets, and each can start from a prebuilt workflow.
Can I see what the automations actually did?
Yes. Every run is logged with its steps and result, so you can see what fired, catch anything that errored, and update a workflow without disrupting runs already in progress.
