Chatavise Workflows
The Right Message. The Right Customer. The Right Moment. Automatically.
Chatavise Workflows let growing home service businesses automate customer communication from appointment reminders to review requests to follow-ups without anyone on the office team having to remember, schedule, or send a single message manually.
THE REAL COST
What Manual Communication Is Actually Costing Your Business
When you’re running 10 or 20 jobs a day, someone on your team is spending a significant portion of their day doing things that should happen automatically.
The businesses that scale without constantly adding office staff aren’t working harder, they’ve automated the communication that doesn’t need a human. And that starts with workflows.
Slows Down Your Team
Pulling your office staff away from the work that actually needs a human.
Creates Inconsistencies
Some customers get a great experience and others fall through the cracks.
Leaves Gaps that Cost You
Gaps that cost you reviews and repeat bookings you worked hard to earn.
ABOUT WORKFLOWS
What a Workflow Actually Is
A workflow is a sequence of automated actions triggered by something real happening in your business.
Chatavise detects that trigger and automatically does exactly what you’ve set it up to do, at exactly the right time, every single time, without anyone on your team having to intervene.
That’s the difference between a business that communicates consistently and one that communicates whenever someone remembers to.
ABOUT WORKFLOWS
What a Workflow Actually Is
A workflow is a sequence of automated actions triggered by something real happening in your business.
Chatavise detects that trigger and automatically does exactly what you’ve set it up to do, at exactly the right time, every single time, without anyone on your team having to intervene.
That’s the difference between a business that communicates consistently and one that communicates whenever someone remembers to.
BUILT AROUND REAL JOB ACTIVITY
7 Workflows Every Home Service Business Should Be Running
Every gap in your customer communication can be closed with the right workflow. Set them up once and they run automatically. Triggered by real job activity, sent at exactly the right moment, every time.
Appointment Reminder Workflow
When a job is scheduled in your field service system, Chatavise automatically sends an SMS reminder to the customer before the visit.
Review Request Workflow
When a job is marked complete, Chatavise automatically sends a review request via SMS to Google, Facebook, or wherever reviews matter most to your business.
Estimate Follow-Up Workflow
When an estimate is sent but not approved, Chatavise automatically sends a follow-up SMS to keep the prospect engaged and move the conversation forward.
Post-Job Survey Workflow
When a job is completed, Chatavise automatically sends a private SMS survey to capture customer feedback before it becomes a public problem.
Referral Request Workflow
When a customer leaves a positive survey response or a five-star review, Chatavise automatically sends a referral prompt while they are at peak satisfaction.
Re-Engagement Workflow
When a customer hasn’t booked in a period, Chatavise automatically sends a re-engagement message to bring them back before they drift to a competitor.
Internal Alert Workflow
When negative feedback is received through a survey or internal response, Chatavise automatically notifies the right manager or team member immediately.
THE DIFFERENCE
What Separates Growing Businesses From Struggling Ones
Workflows don’t get tired. They don’t forget on busy Fridays. They don’t have days where they’re too overwhelmed to send the follow-up that should have gone out two hours ago.
Every customer your business serves gets the same professional, timely communication regardless of how heavy the schedule is, how stretched the office team feels, or how many jobs are running simultaneously in the field.
That consistency is what builds the kind of reputation and retention that sustains growth over time.
-
Always on time. Every message goes at exactly the right moment, every time no matter how busy the day gets.
-
Every customer, every time. No one falls through the cracks because the team was stretched thin.
-
Runs like clockwork. Customer experience stops depending on whether the right person remembered to do something.
That consistency is what builds the kind of reputation and retention that sustains growth over time.
IS CHATAVISE FOR YOU?
Powered by Real Activity in Your Field Service System
Chatavise Workflows are not disconnected automations firing on arbitrary schedules. Every trigger is tied to real job activity in your field service system. When Chatavise is connected to Jobber, HouseCall Pro, or JobNimbus, it listens for what’s actually happening in your operation.
IS CHATAVISE FOR YOU?
Powered by Real Activity in Your Field Service System
Chatavise Workflows are not disconnected automations firing on arbitrary schedules. Every trigger is tied to real job activity in your field service system. When Chatavise is connected to Jobber, HouseCall Pro, or JobNimbus, it listens for what’s actually happening in your operation.
-
A job closes
-
A visit is completed
-
An estimate moves to a new status
Chatavise knows and responds accordingly. That means every message is relevant, timely, and tied to the right customer, the right job, and the right moment.
MORE WAYS TO GROW
Check Out Related Features
Discover additional tools designed to help field service businesses streamline operations, improve customer experience, and drive growth.
Consolidated Inbox
All the replies your workflows generate, along with every other customer message, flow into one shared workspace so your team can respond, assign, and track conversations without switching between platforms.
Integrations
Workflows are only as powerful as the data behind them. Chatavise integrates natively with Jobber, HouseCall Pro, and JobNimbus so every trigger is grounded in real job activity and every message is tied to the right customer automatically.
Your Team Shouldn’t Be Spending Their Day Doing What a Workflow Can Handle in Seconds
Every manual text your office team sends is a task that didn’t need a human. Every missed follow-up is a review, a repeat booking, or a referral that never happened. Chatavise Workflows handle the communication that doesn’t require a person so the people on your team can focus on the work that does.
Book a demo today and see exactly what a workflow-powered home service business looks like in practice.
