Four automations now ship in every JobVivi paid plan: estimate follow-ups, auto-invoice on job completion, automatic invoice sending with exclusions, and payment reminder sequences. Switches, not projects.
Today we're shipping the Automations suite: four workflows that run your follow-up, billing, and collections without you touching them. They're live now, in every paid plan — this is not a Pro-tier carve-out.
"Automation" in business software usually means a builder screen with nodes and arrows, a weekend of configuration, and a nagging suspicion you've wired something wrong. That's power, but it's power that most owners of a six-person plumbing company never get around to using.
Our automations are the four things every service business does anyway, prebuilt, each behind a toggle and a couple of settings. Turning one on takes about ninety seconds. Here's the lineup.
Estimate follow-ups. Every estimate that sits unanswered gets your follow-up sequence — you pick the timing and the wording once. The sequence stops itself the moment the customer accepts, declines, or you close the estimate, so nobody gets a nudge about a decision they already made. (Why this one matters more than any pricing change you'll make this year: the silence problem.)
Auto-invoice on completion. Mark the job done; the invoice exists. Line items carry over from the job, the right template applies, and the draft is ready — or, combined with the next automation, already gone. The gap between "finished the work" and "billed the work" drops to zero, which is where it always should have been.
Auto-sending, with an exclusion list. Generated invoices go out on their own — except to the customers you say never to auto-bill. That exclusion list matters more than it sounds: every business has the commercial account that needs a PO number attached, or the elderly customer who pays cash on the porch. Automation that can't handle exceptions gets turned off within a month. Ours keeps the exceptions and automates the other 95%.
Payment reminders. Unpaid invoices get a polite, escalating sequence on the schedule you define — and the sequence halts the instant payment lands. Owners consistently tell us this is the automation they were most nervous about and now would never give back: the reminders go out every time, on time, with none of the 9-PM-guilt loop of doing it by hand. There's a full method piece on this in how to get invoices paid faster.
A landscaping crew finishes eleven jobs. Eleven invoices generate and send themselves — nine instantly, two held for the excluded commercial accounts. Three estimates from last week get their day-7 follow-up; one customer approves an hour later. Two overdue invoices get their second reminder; both pay by Friday. Total owner time spent on all of the above: zero minutes.
None of these steps is hard. What's hard is doing all of them, every time, during your busiest weeks — which is exactly when they matter most and slip first. That reliability is the entire product here. The software doesn't get tired in October.
Elsewhere, this category is the upsell: follow-up automation in the $199/month tier, "workflows" as a paid module. Every automation above is in JobVivi Starter at $29/month and Pro at $59/month, today. Find them under Settings → Automations, flip what you want on, and go back to the part of the business that actually needs a human.
Estimates, scheduling, invoicing, payments, and customer messaging — from $29/mo. 14-day free trial, no credit card.
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