Workflow Tools

The follow-up you keep meaning to do, done for you

The missed call while you're on the job. The quote nobody answered. The Tuesday no-show. The regular you haven't seen since spring. The missed call gets answered by your own line, and the quote follow-ups, reminders, review requests and win-back texts are written for you, every text addressed and ready in seconds. One tap of your thumb sends each one from the business number you already use. The tools are prebuilt, and every one comes with your website plan.

Included with your website plan, set up and tested · monthly or annual, the same tools (custom tools carry their own $25/mo hosted care).

Take four of them for a test drive

Working tools on sample data. Pick one and press Run: a missed call, a cold quote, a no-show or a forgotten customer turns into booked work. These four are where most businesses start, and every tool in the catalogue has its own demo.

sample data

Workflow tools run in your Console, and the Console comes with a Plainsmith website. Every one of them comes with your website plan, on monthly or annual billing, switched on from your Console when you want it. Your number, your contacts and your customer data are yours from day one, and stay yours if you ever leave — and the voice number, if you add one, is in your own name. Your console downloads every contact, message and appointment as spreadsheets whenever you like. See what comes with the plan ›

Use our missed-call calculator to see what a missed call costs your business

Put your own numbers in. The answer moves as you drag, and no email is asked for. The sliders preload for the tool you tried, and if the figure comes back small, you don't need that tool, and it is better to know now.

Rings out while you're under a sink, on a roof, or driving. Your voicemail count is a decent guess.
6 a week
The whole ticket, not your margin.
$450
They call the next name on the list instead. Nobody knows this number exactly, so move it to what feels true for your trade.
50%
Not every caller becomes a job. This is your usual hit rate on a new inquiry.
40%
$28,080
a year in work that rang once and went somewhere else

The arithmetic, why we didn't pick the scary defaults, and the honest caveats: where this number comes from ›

Your number stays yours

Send tool messages from the phone number you already use with customers. Replies arrive in your usual texting app. You record those replies in the Console so it can update the job or follow-up.

What these tools are not

Sharp follow-up automations are not an operating system, and we’d rather say that than let you discover it. No dispatch boards, CRM pipelines, job costing, payroll, inventory or route planning. These tools are the layer in front of your business: catching the lead, chasing the quote, filling the slot, collecting the money. If you’ve grown into needing a full field-service platform, use one; your site and these tools keep working in front of it.

How the sending works

The tools prepare drafts from the work you record and the settings we configure with you. Some drafts follow a schedule; others start when you choose an action.

You send from your phone. Open a draft from Today in your Console, check it in your texting app, then send. Return to the Console and mark it as sent. That records your confirmation; the Console cannot check delivery. When a customer answers, use Record their reply. Recording a reply can confirm a held appointment or change a follow-up, so choose the right customer and enter what they said.

The front desk answers missed calls. We check whether your business number supports forwarding busy or unanswered calls to its answering line. Once configured, it takes the message, puts the transcript in your Console and prepares a text reply for you to send. The Twilio voice line is billed to your own account: about $1.15 a month plus roughly a cent a minute. We confirm the setup for your number before turning it on.

The Front Desk

A forwarded call reaches the front desk. It takes the message and puts the transcript and a draft reply in your Console. Open the draft on your phone and send it from your texting app. Any in-call booking needs separate setup and review before it is enabled. Hear the actual audio in the demo ›

Quote Follow-Up

After you log a quote, the tool prepares follow-ups on your configured schedule. You review and send each one. Record the customer’s answer so the sequence can respond to it. Drive the quote chaser ›

Appointment Reminders

Reminders are written and addressed before every appointment — a confirmation when it's booked, a 48-hour check and a morning-of note — and go from your number on your tap, to cut no-shows. Drive the reminder ladder ›

Google Review Requests

Mark a job done and the review ask is drafted two hours later, while the good work is still fresh — sent from your number on your tap. Drive the review chaser ›

Customer Win-Back

Follow up with past customers when it's time to book again — the list you already have, working instead of sitting. Drive the win-back ›

The full catalogue

Every tool is built and on the shelf, and every one comes with your plan. Every one has a demo you can drive. Find the problem you actually have, and watch the tool that fixes it.

Not on the shelf? We build it.

Everything above is a message going out at the right moment. If what you need is a screen someone opens and does work in — job details typed once and a priced quote out the other end, or customers logging in to check their job. That's a build, not a tool. Custom tools start at $149, fixed and in writing before work starts.

Still not sure? Switch on the front desk from your Console. It runs this week and you'll describe the tool you need far better once you've watched the simple version work. When you do want it scoped, the $49 Scoping Audit maps your workflow and prices it in a quote guaranteed 30 days, credited in full toward the tool, and if an app you can already buy does the job, it names the app instead.

Tell us about your workflow

Two sentences is plenty. You'll receive a reply within one business day.

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Questions and answers

Could I build these workflows myself?
Yes, if you want to set up and maintain them. Setup — configuring the tool for your business and testing it with you — comes with your website plan, as does ongoing operation and support.
Can I use the tools without a Plainsmith website?
No. You need an active website plan to run workflow tools in your Console. If the plan ends, the tools stop. Your phone number and customer records remain yours, and you can still view and download those records.
What does tool setup include?
We configure the tool for your services, adjust its messages and test it before you use it with customers. The workflow tools and their setup come with your website plan. Your website subscription covers ongoing operation. The front desk’s voice number and calls are billed separately by Twilio.
When can I start using a tool?
We configure and test it with you within days. It can go live as soon as setup is complete. Customer replies send from your own phone, after you review them.
I already use Jobber. Should I switch?
If it does what you need, keep it. Tell us what works and what’s missing before paying for anything. An optional $49 audit gives you a written plan and quote. Start a custom tool during the quote’s 30-day window and the audit fee comes off its price.