Automations

Set it once. Collect forever.

Estimate follow-ups, auto invoice creation, auto sending, and payment reminders — configured once and running 24/7. Stop chasing customers and let the software do the follow-up.

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Recent Automation Events
💰
Payment reminder sent — Martinez HVAC
Today 9:02am · Invoice INV-1038 ($1,200)
📄
Auto invoice created & sent — Chen
Today 8:44am · Job #211 completed
📩
Estimate follow-up sent — Johnson
Today 8:15am · EST-0248 Day 3 email
📱
Follow-up SMS — Torres residence
Yesterday 8:15am · EST-0245 Day 7 SMS
✅
Invoice auto-sent — Williams
Yesterday 8:02am · INV-1040 ($840)
This week's summary
18
Emails sent
9
SMS sent
$2,840
Collected
4
Automations available
24/7
Running while you sleep
Zero
Manual follow-up calls needed
Smart
Trigger rules for every scenario
The 4 Automations

Every automation, explained.

JobVivi's automation suite covers the full job lifecycle — from unsigned estimates to unpaid invoices. Each automation is individually configurable and has a full activity log.

✓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
📩Estimate Follow-UpPro

Automatically follow up with unsigned estimates at Day 3, 7, and 14 intervals. Stops when signed.

⚡Auto Invoice on CompletionPro

Create and send invoice the moment a job is marked complete. Line items carry over automatically.

📤Auto Invoice SendingPro

Send all open invoices daily on a schedule. Maintain an exclusion list for net-terms customers.

🔔Payment ReminderPro

Send reminders for unpaid invoices — before due, on due date, and at configurable overdue intervals.

How It Works

Configure once. Run forever.

→
1
Upgrade to Pro
Automations are available on Pro and Enterprise plans. Upgrade from your Subscription settings page.
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2
Configure your rules
Set your follow-up schedule, reminder timing, and sending preferences. Takes less than 5 minutes.
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3
Toggle on and go
Enable each automation with a single toggle. JobVivi's Quartz scheduler takes over from there.
4
Monitor the log
Check the activity log any time to see what ran, what was sent, and what revenue was collected automatically.
Everything Included

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.
📊
Full Activity Log
Every automation action logged with timestamp, customer, and outcome. No black boxes.
🔄
Quartz Scheduler
Enterprise-grade job scheduling powers every automation. Runs precisely, never misses a trigger.
🚫
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.
Powered under the hood by

Enterprise-grade scheduling infrastructure.

Quartz Scheduler
Twilio SMS
Email Delivery
Estimates
Invoicing
QuickBooks Sync

Let JobVivi do the follow-up for you.

Stop chasing customers. Let automations close deals and collect payments while you focus on the work.

Upgrade to Pro — Get Automations