Set it once. Collect forever.
Estimate follow-ups, auto invoicing, payment reminders, and crew schedules that send themselves — configured once and running around the clock. Stop chasing customers and let the software do the follow-up.
Every automation, explained.
JobVivi's automation suite covers the full job lifecycle — from unsigned estimates to unpaid invoices. Each automation is configured on its own and switched on with a toggle.
- Estimate follow-up — Day 3, 7, 14 via email or SMS
- Auto invoice on job completion with configurable delay
- Auto invoice sending on daily schedule
- Payment reminders pre-due, on due date, and overdue
- Crew schedules sent on the days and time you choose (Pro)
Automatically follow up with unsigned estimates at Day 3, 7, and 14 intervals. Stops when signed.
Create and send invoice the moment a job is marked complete. Line items carry over automatically.
Send all open invoices daily on a schedule. Maintain an exclusion list for net-terms customers.
Send reminders for unpaid invoices — before due, on due date, and at configurable overdue intervals.
Each crew member or employee gets their upcoming jobs by text or email on the days and time you pick.
Configure once. Run forever.
- 1
Pick your plan
Invoice and estimate automations come with Starter and Pro. Crew schedule publishing and business reports are on Pro.
- 2
Configure your rules
Set your follow-up schedule, reminder timing, and sending preferences. Takes less than 5 minutes.
- 3
Toggle on and go
Enable each automation with a single toggle. JobVivi runs it on schedule from there.
- 4
Watch it work
Sent follow-ups, reminders, and invoices show up in each customer’s message history, so you always know what went out.
Automation that makes you money while you sleep.
Estimate Follow-Up
Day 3/7/14 follow-up sequences via email and SMS — sent automatically, stops on signing.
Auto Invoice Creation
Invoice drafts created the moment a job is marked complete. No manual data entry ever.
Auto Invoice Sending
Daily automated sending of open invoices. Customer exclusion list for special billing arrangements.
Payment Reminders
Pre-due, on-due, and overdue reminders keep cash flow on track without awkward calls.
Crew Schedule Publish
Pro: every employee gets their upcoming schedule by SMS or email on the days and time you choose.
Scheduled Business Reports
Pro: a PDF of revenue, pipeline, operations, and receivables emailed weekly, monthly, or quarterly.
Exclusion Lists
Exclude customers from specific automations — for net-terms contracts or VIP manual handling.
Email + SMS
Each automation can send via email, SMS, or both — configured per automation.
Connected to the rest of your workflow.
Let JobVivi do the follow-up for you.
Stop chasing customers. Let automations close deals and collect payments while you focus on the work.