Automations
Written By Ignacio
Last updated 2 days ago
Automations are the messages Flyra sends without you. Appointment reminders, on-the-way texts, payment chasers, review requests. Set them up once and the follow-up that normally falls through the cracks just happens.
The page describes itself as "Email & SMS templates, reminders, and follow-ups", and it's Settings > Automations.
The six categories
Automations are grouped by what triggers them. Each tab holds a set of messages with their own on and off switches.
1. Subscription
Everything around recurring plans: Subscription Invitation ("message sent to customer when subscription is sent to customer for acceptance"), Subscription Invitation Follow-ups, Subscription Confirmation ("message sent when a subscription is activated") and Add Payment Method ("message sent when sending a payment method link").
The follow-ups entry shows how many are active, for example "1 follow-up active". These are the messages that chase an invitation nobody accepted, which is where most subscription revenue leaks.
2. Job
Appointment reminders, on-the-way notifications, and post-visit follow-ups. The highest-value category for most home service businesses, because a reminder the day before is what stops a no-show.
3. Estimate
Nudges on quotes that have been sent and not accepted. A quote nobody chases is a quote that dies quietly.
4. Invoice
Payment reminders and overdue chasers. Automating this removes the awkwardness of asking, because it isn't you asking.
5. Review
The ask after a completed job. Configured alongside the review settings in Settings > Organization, and covered in its own article.
6. Engagement
Win-back messages for customers who have gone quiet. Cheaper than finding new ones.
How to approach these
Turn on a few, not all of them. The failure mode is a customer getting four messages about one job, and that reads as spam no matter how well written each one is.
A sensible starting set: appointment reminder, on-the-way text, one invoice reminder, one review request. Live with that for a month before adding more.
Tips and gotchas
- These send from your Flyra number. Claim one before turning anything on.
- Every message has its own toggle. Off means it never sends.
- Check Pending Automations on a customer before messaging them by hand.
- Fewer, better messages. Four automated texts about one visit is a complaint waiting to happen.